Advanced Directives
What’s the Best Way to Organize Your Estate Plan?
Does somebody else know where it is in the event of your death or incapacity?
March 1, 2023
Advanced Directives
Steps to Take for End-of-Life Planning
It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.
February 24, 2023
Advanced Directives
How to Plan a Business Succession
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 16, 2023
Advanced Directives
What Should Not Be Kept in a Safe Deposit Box?
Locking away certain valuables and important documents in a bank vault could turn into a headache for you or your heirs.
February 14, 2023
Advanced Directives
Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
February 3, 2023
Advanced Directives
It Is Important to Update Your Estate Plan
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
January 13, 2023
Advanced Directives
The Basics of Estate Planning
Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.
December 30, 2022
Advanced Directives
Estate Planning for Different Ages and Stages of Life
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
November 25, 2022
Advanced Directives
Should I Know About Advance Directives?
Advance directives typically consist of a living will and a power of attorney for healthcare.
November 23, 2022
Advanced Directives
What Is a Living Will?
An element of advance care planning, a living will is a legal document that provides specific instructions on how to carry out your wishes to receive or decline such treatments when you otherwise can’t communicate those wishes yourself.
November 9, 2022