
What Is an Estate Planning Checkup?
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
Depending on their medical condition, persons with dementia are often capable of making their own decisions regarding legal aspects, such as advance care planning.
One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will be distributed by state law, not by your desires.
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.
If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
It goes without saying that everyone should have an estate plan.