A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
Tell ‘Em in Writing What You Told ‘Em
read more
estate planning documents
Plan to Start the Year With an Updated Estate Plan
Updating your estate plan should be one of your New Year’s resolutions – here’s why….
Why Social Security Decisions Are Part of Estate Planning
Social Security decisions and estate planning are interwoven, with the goal of clients providing for themselves, their family members, and the charities of their choice.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Savvy Business Owners Think About the Unthinkable
Business owners need to anticipate future contingencies and insure against risks in order to protect both family members and co workers.
In Estate Planning, Equality and Fairness Might Be Two Different Things
When deciding how to split your assets among your children, there are many factors to consider. “Fair” doesn’t always mean equal….
Estate Planning and the Inflation Reduction Act
Estate planning and business law are interrelated. The Inflation Reduction Act will affect small business owners on several counts.i
Who’s Afraid of the Big Bad Three?
In naming family members to receive your wealth, there are three important concerns” creditors, divorce, and unwise or influenced decision-making by the beneficiary.
Without Follow through and Communication, Estate Plans Fail
Three true tales illustrate the important of followup and communication when it comes to helping estate planning documents do their work when the time comes….
Estate Planning in Threes, Fours, and Fives
Estate planning considers three things – heirs’ needs, your own situation, and taxes. There are also 4 components and five advisors who need to be involved.
