Compassion, integrity and trust
Estate planning involves several important decisions, one of the most important of these being who will serve as your trustee. For a married couple preparing a family living trust, the initial trustees are usually the surviving spouse, after the first spouse dies, unless extenuating circumstances
Having a healthcare advocate or healthcare power of attorney selected is an important part of a complete estate plan. However, simply having your selection in writing is often not enough. In addition to having both a living will and healthcare power of attorney, I always
An estate plan is not something you sign and file away, never to look at again. Life happens, and things change. Your estate plan needs to reflect that. Life changes can include children, moving, deaths in the family, and divorce. Think about it. You may
Let’s talk about something none of us really want to discuss: Funeral planning. For the great majority of us out there, we would rather do anything else than think about what will happen when it is time for our funeral. While no one can blame
In your estate plan, you should list someone you trust well to serve as your personal representative if your plan on involves a basic will or trustee if your plan involves a revocable trust. The personal representative is synonymous with executor, and he or she
When you are putting together your estate plan, you consider all aspects of your life: your family, your home, your finances and more. However, are you leaving out one important member of your family? What happens to your beloved pet if the unexpected (or expected,
An estate plan affects more than just you. It involves the whole family. The first part of making sure that you are fully prepared and have an estate plan is to create the will, trust and other necessary documents. The next step is making sure
The idea of creating a trust in lieu of a will is appealing to many people when it comes to estate planning. Trusts have several benefits, one of which is that the person’s assets go into a trust and are then distributed to beneficiaries outside
“I need an estate plan, but does that just mean I need a will?” That misconception is common in that most people assume all they need is a will in order to have a complete estate plan, but that misconception could end up harming your