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Tag: Estate Plan

  • Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

    Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

    In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll realize that the journey is rarely straightforward.

  • How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)

    How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)

    As a professional in the field, I’ve seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family’s financial future.

  • Would $23,000 Make a Difference to You?

    Would $23,000 Make a Difference to You?

    Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. It’s called “unclaimed property,” money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think.

  • 3 Strategies For Navigating Your Child’s Transition Into Adulthood

    3 Strategies For Navigating Your Child’s Transition Into Adulthood

    When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them in a crisis. Your role as…

  • What Probate Is and How To Avoid It — Part 2

    What Probate Is and How To Avoid It — Part 2

    Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of…

  • What Probate Is and How To Avoid It — Part 1

    What Probate Is and How To Avoid It — Part 1

    Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as probate before those assets can be distributed to your heirs. During probate, the court supervises a number of different legal actions, all of which are aimed at finalizing your affairs and settling…

  • Avoid These 4 Common Estate Planning Pitfalls

    Avoid These 4 Common Estate Planning Pitfalls

    If you’re a parent, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. Let’s explore some common pitfalls that parents often encounter, then offer practical strategies to navigate them successfully.  Heads…

  • 4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family

    4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family

    Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents (maybe in a beautiful binder, but…

  • A Gift of Peace and Power for Every Parent

    A Gift of Peace and Power for Every Parent

    Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace of mind and power to create financial security for themselves and their children with thoughtful estate planning. Most people have a general concept of what…

  • Here’s What You Should Know About A Will

    Here’s What You Should Know About A Will

    Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place.  Yet for all but a few people, creating a Will is just one small part of an effective estate plan that works to keep your loved ones out of court and…