When most people think about estate planning, they may imagine it’s something reserved for older individuals or those with significant wealth. However, estate planning is crucial for everyone—especially in your 30s and 40s. By starting early, you can ensure your loved ones are taken care of and your assets are protected, no matter what the…
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Estate planning is an essential part of ensuring that your assets and loved ones are protected after you pass away. However, even the most well-intentioned individuals can make mistakes during the estate planning process that can have significant consequences. In this blog post, we will discuss some common estate planning mistakes and how you can…
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A living trust is a document that you create where you place or transfer your assets to the trust for the purpose of the beneficiaries that you plan to give the assets to. You will be the trustee over the trust while you’re alive, but you should appoint someone to take over and manage the…
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Add Estate Planning to Your To-DO List This Year Everyone is setting goals for 2022. Maybe some of your resolutions include exercising regularly, cutting out sodas or spending 1,000 hours outside this year. If you don’t already have a thorough estate plan in place, you might want to add that to your list. Why…
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When you think of the holidays, you think of laughter, relaxing and making memories. You probably aren’t thinking of how to have a conversation about how to plan for the unexpected with your loved ones. However, when your closest relatives are gathered together, that may be the best opportunity to talk about your future. Your…
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