Planning for after death issues is never easy, but knowing your loved ones have clear guidelines when it comes to your wishes, makes the most important decision and estate planning process easier to walk through. Age is not a factor.…
The month of August brings with it National Back To School Month, National Wellness Month, National Dog Month — and a flurry of other fun recognition months you might have not known existed. It’s also National Make-A-Will Month! This time…
You’ve finally gotten around to drawing up your will. Great! And with a will under your belt, you may think you’re done with the estate planning part of life. But not so fast. Wills and estate plans, by nature, aren’t…
Creating your will and estate plan is a daunting but necessary task. Choosing the executor of your estate may run a close second. After all, he or she will have a lot of responsibilities when executing your will and your…
What do millennials want? This question stirs any number of answers these days. When it comes to estate planning, however, we now have more answers. A first-of-its-kind study recently pinpointed millennials’ preferences in estate planning and evaluated how their preferences…
These days, nearly everything can be done electronically. You can purchase a home, authorize medical decisions, transfer money, and make investments all virtually – and often without the need for a conversation with an actual person. You can also draw…
There’s a concerning trend in recent years where celebrities and notable figures died without wills or estate plans. It’s a trend that, in many cases, pre-dates COVID. It’s also one that fuels new motivation for everyone to ensure that, in…
As COVID-19 deaths in the U.S. eclipse 420,000 since the outbreak of the pandemic, the need for every individual to have an estate plan is top of mind. This key piece of advice has always been around, but it’s ever…
October is National Financial Planning Month. As you and take steps this month to organize your finances, budget, prioritize your goals, and make new investments, it only makes sense to also think about who you’ll pass your estate onto after…
According to Forbes, nearly half of Americans age 55 and older don’t have a will, even though they agree that having one is important. This is very troubling, especially with more baby boomers reaching senior citizen status, as dying intestate…