Estate planning is a deeply personal process, but it doesn’t need to be a solitary one. In fact, involving your adult children in conversations about your estate plan can potentially offer you greater peace of mind and help prevent confusion or conflict down the line....
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Estate Planning
Tips for talking to your parents about estate planning
If your parents are getting older, then you might find yourself concerned about whether their affairs are in order. While this includes some sort of estate plan that specifies how their assets will be distributed when they pass away, it should also include...
What is a pour-over will, and when do you need one?
Even with the most careful planning, you may still leave some important or valuable assets out of your trust, putting them at risk of not going to your intended beneficiaries. This is when a pour-over will comes in. It acts as a safety net, making sure that any missed...
Disinheritance clauses: When and how to use them
As you plan for the future, you are likely thinking about your loved ones and how to provide for them. What about those you would like to exclude from your legacy? Disinheritance clauses can help you achieve your goals, but only if you understand when and how to use...
Should you establish a living trust?
Are you thinking about how to protect your family's future? One powerful tool you might consider is a living trust. You might wonder, "What exactly is a living trust, and how can it help me?” In this blog, we'll explore why a living trust might be the right choice for...
3 steps to take when choosing a guardian for children
There are many different reasons that people establish estate plans. Becoming a parent is a common incentive to think about what happens if someone dies prematurely. Parents want to ensure that their children have support should anything happen to them. Achieving that...
5 estate planning mistakes young adults often make
Estate planning might seem like a distant concern, but it is never too early to start thinking about your future. Making smart decisions now can protect your assets and loved ones. Let us explore five common mistakes and how you can avoid them. Mistake 1: Thinking you...
Estate planning after you’ve hit the jackpot in Las Vegas
Hitting the jackpot in Las Vegas, whether from gambling winnings or a lottery win, can be a life-changing event. Suddenly, you find yourself with substantial wealth and the opportunity to secure your financial future and that of your loved ones. However, with this...
Protect your estate from creditors and other legal disputes
Wanting to leave something behind for your heirs is a noble endeavor. Family is one of a person’s greatest legacy. Protecting all the wealth you have accumulated through years of hard work from liens, taxes or other legal claims helps fulfill your goal of leaving...
5 types of trust parents can consider for a child
As a parent, the well-being of your children is always a top priority. You're invested in their future, aiming to ensure they do not only survive but thrive. Setting up a trust is a strategic approach to help accomplish this. Through this legal arrangement, you can...