Dec 23, 2014 | Estate Planning
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you have an estate plan or don’t, one important item to add to your list is getting an estate plan checkup. Don’t Have an Estate Plan? If you...
Jun 12, 2014 | Estate Planning
If you’re reading this, you need an estate plan. Why? The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood —you need a written...
Feb 9, 2013 | Estate Planning
Naming a Guardian for Your Minor Child(ren) Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of...
Feb 1, 2013 | Estate Planning
How to Leave Assets to Minor Children Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets...
Dec 30, 2012 | Estate Planning
8 Estate Planning Things to Do Before You Travel Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of...
