Estate Planning 101: What You Need to Know
November 4, 2024
Let’s hope you have a will and have named a power of attorney for finances and health care.
Why Gen Z Needs to Pay Attention to Estate Planning
October 21, 2024
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family
August 27, 2024
Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Estate Plans Can Protect against Exploitation
October 18, 2022
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
Does Power of Attorney Perform the Same Way in Every State?
May 26, 2022
The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.
Can a Vacation Home Be Kept in the Family for Generations?
April 19, 2022
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Can Grandchildren Receive Inheritances?
March 23, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
What Should a Power of Attorney Include?
August 26, 2021
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
What You Should Never, Ever, Include in Your Will
January 13, 2021
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
Can I Add Real Estate Investments in My Will?
August 13, 2020
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.