Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinished estate plan is almost as risky as having no plan at all. Without finalized […]
Enjoying retirement means many different things to different people. For some, it opens a new world of travel, experiences, and creative pursuits. For others, it may mean quiet days at home with a good book, tea, or coffee, and no plans for weeks. Between those extremes are many ways to spend post‑working years. Like work itself, retirement […]
By and large, estate plans are typically private matters that not something everyone in your life needs to know in detail. The decisions about whom to trust with decision-making power and how you plan to distribute your wealth is your business. For married couples, they will naturally know the details of plans they created together. But […]
You have just received your orders, and you will be deployed shortly. No matter how soon you are leaving, there is still time to ensure that your affairs are in order. Review or Prepare a Family Care Plan. Regardless of the branch of the military in which you are serving, you may be required to complete […]
You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designations on these accounts (and really, all the other accounts that allow you to name a beneficiary)? It may have been years since you first opened an individual retirement account, bought a life insurance […]
Regardless of your age, race, gender, or sexual orientation properly protecting your future and your loved ones requires a plan. Without estate planning executed by you, state law will fill in the gaps with default choices for your decision makers and recipients of your money and property. For some members of the LGBT community, both married […]
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ from someone of a different generation, and we are here to help you craft an estate plan that protects your future and addresses the things that […]
When developing your estate plan, it is nearly impossible to address every account or piece of property you own. There are sure to be some things you unintentionally overlook. However, by including a residuary clause, you can intentionally distribute any remaining items inadvertently left over during the estate or trust administration process to a named beneficiary […]
