Planning for Incapacity: Documents to Have and Steps to Take
June 16, 2021
There is no question we are living longer. It’s not unusual these days for people to live well into their 90s – even to 100
Tag: Wills
Estate Planning Basics: 7 Step Checklist
May 25, 2021
Creating an estate plan can be daunting. There is so much to consider: taking stock of your assets, deciding who inherits what, choosing responsible people
What Happens After I Die? Your Will and the Probate Process
May 19, 2021
If you have a Will when you pass away, the Will must be validated so that your final wishes can be legally honored and carried
Your Guide to Probate: All You Need to Know
April 7, 2021
Unfortunately, most of us will have to go through the probate process at some point in our lives. Whether you are to be the beneficiary
What Happens to Your Bank Account When You Die?
April 3, 2021
Have you ever thought about what happens to your bank account when you die? If you are the sole account owner and don’t have a
Last Will & Testament vs. Living Will: What’s the Difference?
February 3, 2021
Since they share similar names, there is often confusion about the difference between a Will and a Living Will. They are both important estate planning
Estate Planning: Your Guide to Get Started, Conversations to Have, and More
January 12, 2021
It’s easy to get caught up in the day to day. After all, we spend our entire lives caring for the people we love. And,
Estate Planning and Charitable Donations
December 3, 2020
Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part of your estate when you
The Importance of Ownership in Estate Planning
October 24, 2020
When creating your Estate Plan, an often overlooked but critical element is to make an inventory of what you own and how you own it.
The Hidden Dangers of Parent/Child Accounts
July 19, 2019
Many parents believe that creating a joint bank account with their children is an easy and effective way to make sure that their kids will
