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Wills and Trusts

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Estate Planning requires you to make decisions about your life and your future wishes. But through those choices you are able to design a plan that will work for your unique circumstances. You are able to choose people you trust to make your financial and legal decisions if you were unable to make them yourself. You are also able to select someone to be in charge of carrying out your health care wishes and final arrangements. Additionally, you can make...

October 17th through October 21st is Estate Planning Awareness Week. We dedicate this week to educating you on the importance of estate planning and why it is so beneficial for you and your loved ones. According to a 2022 study conducted by Caring.com[1], 50% of Americans agree that estate planning is important, and since the pandemic, the amount of 18- to 34-year-old people with estate plans has increased by 50%. Even though more people have started estate planning, 33% of...

A blended family could impact your life in a lot of ways, in particular it can affect how you approach your estate plan. There can be many people to take into consideration when planning, and it is important to acknowledge each person, so all your wishes are met. When planning, you have to decide how the families are going to split inheritances. Will both families share equally? Will your assets stay in your family and your spouse’s stay with theirs? Are...

Rainy days are nice to catch up on things you put off or to enjoy doing absolutely nothing.  They can be great days to relax and refresh, and gather all the miscellaneous tasks you never seem to get to.  There are some tasks that should not be held off for those rainy days, tasks that are too important to put on hold. Planning for you and your family’s future is not something that can wait to be done. By planning now,...

The meaning of National I’m in Control Day is all about taking command of your own life. To put yourself back in the driver’s seat, no matter how big or small the project. An easy way to begin is by making a list of all the things you want to take control of or accomplish. You can include things as simple as cleaning out a closet in your home, or as big as planning for your future. One of the bigger...

As Estate Planning Awareness Week comes to a close, we would like to show how proactively working with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control, and as you age various factors can threaten that ability. However, our planning focuses on this issue and our process can help you remain in control as you transition throughout the various stages of your life.  For those of you who are...

As you prepare for retirement, or if you are already retired, working with estate planning professionals can be incredibly beneficial and can help you avoid potentially costly mistakes.  Professionals can ensure various considerations and protections are in place. Your plan should be personalized to you for it work the most efficiently. This can include having a revocable trust with a tailored definition and determination of disability to you to keep you in control. It can also include ensuring your beneficiaries inherit...

As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For adults who either are just starting their professional career to those who haven’t yet reached retirement, having a plan in place can offer various protections and can help give you peace of mind. For those just starting to build their nest eggs, a plan can still provide crucial elements, even if you think you don’t have “enough” assets to plan for yet. For instance, having...

October 18th through October 24th is Estate Planning Awareness Week. The aim of this week is to show the importance of estate planning and how it can benefit you. According to the annual caring.com survey[1], younger adults in the 18-34 age range are now more likely than those 35-54 years old to have an estate plan in place.  However, it remains that only 1 out of every 3 individuals have a will or some kind of plan in place offering...

June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. And, with all that goes into planning a wedding it’s not surprising a topic like estate planning isn’t high on the list for the soon-to-be newlyweds. But it is something that should be considered when entering a marriage, especially if it is a second marriage and you’re blending families. One of the first things you may do is set...