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…
Many people think that estate planning and drafting a will is a morbid experience. In fact, according to Forbes, about half of American adults 55 or older don’t have a will. But what happens if you die and you haven’t…
Updated: May 4, 2020 We often write about the need to take care of estate planning before the worst-case scenario happens. Unfortunately, the COVID-19 pandemic has called attention to the urgency among many people to get trusts & wills executed…
So, you finally got around to having a will drawn up—congratulations on taking an important first step in the estate planning process! Although there are some people for whom a will can comprise the entirety of their estate plan, there…