When Do I Give The Kids Their Inheritance?
Sam sat at the table holding his chin in his hand. “My kids are going to inherit my estate. Do I give it to them now or let them inherit it after I’m gone?” That’s an estate planning question that’s been pondered ad infinitum. There is no black-and-white answer. Your decision will be based on your particular circumstance. But [...]
The Role of the Living Will
It is a common misconception that a "Will" covers everything. In reality, a standard estate planning package includes four distinct documents: the Will, a Durable Power of Attorney, a Health Care Power of Attorney, and a Living Will. While the standard Will addresses what happens after death, the other three focus on your care while you are still alive. [...]
4 Dangerous Estate Planning Myths (VIDEO)
Estate planning is essential, but there are four myths that can defeat your intent.
5 Critical Checks for Your Power of Attorney
How many times have you seen articles reminding you how important it is to have a power of attorney (POA) document in place just in case something happens and you can’t care for yourself or make your own decisions. Absolutely, you need a POA. But make sure it’s structured correctly. The attorney who drafts your POA most likely uses [...]
Choosing the Right Trustee: A Guide
So, you’ve decided a Trust is the best way to protect your legacy. Congratulations! You’ve done the hard work of deciding what goes where. Now comes the part that feels a bit like casting a lead role in a high-stakes Broadway show: Choosing the Trustee. This person (or institution) will hold the keys to the kingdom. They aren't just [...]
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