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Category Archives: Estate Planning

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How can I ensure my parent’s estate plans are up to date?
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Last Modified on Sep 20, 2023

As your loved ones grow older, ensuring their affairs are in order becomes increasingly important. One critical aspect of this is confirming that their estate plans are current. Estate planning is a process that involves making arrangements for the distribution…

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How military survivor benefits fit into your estate planning
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Last Modified on Sep 06, 2023

If you’re a current or retired member of the military, your estate plan likely won’t look much different than the typical civilian’s. Of course, every person’s estate plan is unique, depending on their marital status, whether or not they have…

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Why DIY estate planning can be problematic
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Last Modified on Jul 28, 2023

Estate planning is an important process that, in part, clarifies how your assets will be divided should you pass away. You can also utilize an estate plan to nominate guardians for your minor children and address your healthcare needs should…

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Reasons why it’s never too early to consider estate planning
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Last Modified on Jul 05, 2023

Planning for the future is important in today’s fast-paced and unpredictable world. And estate planning is an excellent way to organize your affairs. This can ensure your wishes are respected. Unfortunately, many people mistakenly assume that estate planning is only…

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Making charitable giving a part of your estate plan
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Last Modified on Jun 24, 2023

You’ve given to charity in numerous ways throughout your lifetime. This is a pursuit that you hold dear and you want it to remain a part of your legacy. While much of the estate planning process centers around passing on…

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How to make estate planning more manageable
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Last Modified on Jun 14, 2023

Estate planning is crucial, yet it’s associated with complexity, a quality that can make some people avoid it. However, this is not entirely true. Of course, drafting estate plan documents requires knowledge and accuracy, but this does not mean it…

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