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Where to Put Retirement Plans in Estate Planning
When most people think about planning their estate, they focus on things like the money in their bank accounts, their home, other property and their most important possessions. But a good estate planning lawyer will be sure to ask about all of your assets — including...
How Estate Conservation Preserves Your Assets for Your Heirs
It can take a lifetime to build an estate that is robust enough to support you and your loved ones. Unfortunately, passing away without a comprehensive estate plan can decimate your assets in a surprisingly short period of time. Between costly legal expenses like...
What Are the Benefits of a Trust in Your Retirement and Estate Planning?
Retirement and estate planning can be a complicated process. Let's face it. You have worked a lifetime to amass enough money and assets to get you through your retirement years or provide for your loved ones, and no one wants all of the work to amount to nothing....
Don’t Wait Until a Health Event or Emergency to Start Your Estate Plan
These are plenty of seemingly good reasons to procrastinate on estate planning. Your business may be thriving, and it requires your full attention. Maybe there doesn’t seem to be enough time to get organized. But the most common reason to kick the estate planning can...
Do These Things Today. What You Can Get Done Today For Your Estate Plan
Because of how important estate planning is to your family, you should put time and care into getting it right. At the same time, you never know when something can happen, and you don't want your family to struggle because you never got around to putting your plan in...
A Month by Month Guide to Estate Planning in 2020
Are you overwhelmed by everything you need to do to create an estate plan? While it's better to have everything in place now, if that's too much to handle and would only result in your putting everything off forever, you can try tackling just one thing each month....
Why Your Aging Parents Need an Advanced Directive for Healthcare in Place
Having the conversation with aging parents that it’s time to put a precautionary advanced healthcare directive in place can feel unsettling, even a little scary. Fear and anxiety about diminishing health and end-of-life issues rank among the primary reasons that...
Help Your Young Adult Child Learn About Planning by Setting Up an Advanced Directive
Often, young adults are guilty of hiding behind the cloak of youth as an excuse for putting off important decisions and commitments regarding their future. More often, they procrastinate on these topics and the bewilderment and frustration of those that love...
Help Your Family for Generations to Come by Setting Up a Nomination of Guardianship
As parents, we love our children unconditionally — we often think about what will happen to them when we are gone one day. Within these thoughts are nightmares of possible abandonment that our kids may face, and those scenarios can scare us to our core. ...
Caring for Your Husband: How Can an Advance Directive for Health Care Work?
Planning for the future is clearly an important step for a successful life. Planning for the future means actively thinking about things like when to retire, how to save for retirement, where to live, the costs of prolonged and predictable health decline and...