As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. Read … [Read more...] about Updating Your Plan: Beneficiary Designations
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Updating Your Plan: Your Trust or Will
As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. Read on to learn more. … [Read more...] about Updating Your Plan: Your Trust or Will
Updating Your Plan: Powers of Attorney
As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including Powers of Attorney. Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for … [Read more...] about Updating Your Plan: Powers of Attorney
Review Your Estate Plan in 2021
Most people know that estate planning is important, but in spite of this, the vast majority of American adults do not have estate plans in place. Since there is so much procrastination, when they finally do take action, they put the documents away and consider it a closed matter. In reality, … [Read more...] about Review Your Estate Plan in 2021
Show Your Thanksgiving Gratitude With a 529 Savings Plan
When you think about your life’s path, you are probably grateful for the education that you have received. This is something to think about going into the Thanksgiving holiday, and from an estate planning perspective, you can pay it forward through the utilization of 529 college savings … [Read more...] about Show Your Thanksgiving Gratitude With a 529 Savings Plan
Estate Planning for Blended Families
There are many different ways to plan an estate, and you should always keep this in mind. A lot of people think that you simply draw up a will and let the chips fall as they may because there is no other option. The false presumption is that trusts are only used by multimillionaires. In reality, … [Read more...] about Estate Planning for Blended Families
