Few of us want to contemplate what will happen when we are no longer there to provide for those we care about. Having a will and estate plan in place can help to alleviate these concerns, but it does require you to be proactive. Aside from simply leaving money to beneficiaries, you may want to allocate certain funds for those people and places that have special needs or play a cherished role in your life. The following are options to...
It is easy to become overly preoccupied with the holidays during the month of December and to overlook the fact that there are some important deadlines approaching. Before 2018 gives way to the new year, take the time now to address some important estate planning tasks, which can benefit you and your loved ones both now and in the years to come. Four Estate Planning Tasks to Complete Before the End of the Year Estate planning involves protecting your loved...
Regardless of your health, age, or income level, having a valid last will and testament is important. As one of the most basic yet often overlooked types of estate planning documents, it details any property, assets, or debts you possess, dictates your final wishes to family members and friends, and helps to avoid potentially costly and contentious probate proceedings. Whether you are taking the first steps in creating a will or making updates to an existing document, the following are...
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