Asset Protection
Why Don’t Most American have an Estate Plan?
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
November 18, 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
Asset Protection
How Do I Ask My Parents About Their Estate Plan?
Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.
November 5, 2022
Asset Protection
Is Your Business Included in Estate Plan?
When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
November 3, 2022
Estate Planning
When a Loved One Dies
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
November 2, 2022
Estate Planning
Important Documents in Your Estate Plan
There are two documents everyone needs in their estate plan: The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.
October 28, 2022
Asset Protection
What Is an Estate Plan?
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
October 27, 2022
Asset Protection
What is a Life Estate?
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
October 25, 2022
Asset Protection
Who Inherits Queen Elizabeth II’s Fortune?
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
October 17, 2022
Asset Protection
What Exactly Is A ‘Pot Trust’?
A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.
October 12, 2022