HOW DO I UPDATE MY BENEFICIARIES WITH FINANCIAL INSTITUTIONS?

Some of your assets will not be transferred to beneficiaries based on the instructions in your will. This includes things like:  For these assets, you need to provide instructions directly to the financial institution. Contact the financial institution that manages each account to request the correct form or method to update your beneficiaries. For example,Continue reading “HOW DO I UPDATE MY BENEFICIARIES WITH FINANCIAL INSTITUTIONS?”

WHAT DO MY DECISION-MAKERS DO?

Your decision-makers will be responsible for ensuring your plan is followed and your wishes are honored.  Here’s a description of the types of decision-makers in an estate plan: If you would like help creating an Estate Plan, please reach set up a free consultation here. If you are an existing client and have a specificContinue reading “WHAT DO MY DECISION-MAKERS DO?”

WHO ARE YOUR DECISION-MAKERS?

Decision-makers are those who will make decisions for you when you cannot make them for yourself. These decision-makers are needed if you become disabled or when you die. Take the time to determine who decision-makers are early in the process to prevent delay. Prior to your consultation, we recommend determining both your primary and back-upContinue reading “WHO ARE YOUR DECISION-MAKERS?”

Get your free Advance Medical Directive!

Haven’t gotten around to creating your estate plan yet? I get it, there is no good time to meet with a lawyer. 🙂I’m giving away a free Advance Medical Directive (with full instructions!) to get you started. This is the most important document in an estate plan and can save your loved ones a lotContinue reading “Get your free Advance Medical Directive!”

Benefits of Creating an Estate Plan

COVID-19 has prompted many to contemplate important topics such as end-of-life decisions and estate planning. By making these choices and preparations in advance, families can ensure that they are carrying out the wishes of their loved ones and also prevent some of the difficulties that are often faced in these circumstances. The resources below touchContinue reading “Benefits of Creating an Estate Plan”

Resources for Children and Divorce

Just as divorce is a life-altering event for adults, it can be a difficult and confusing time for children as well. Adjustments such as moving, changing routines, and trying to make sense of the process can lead to a mix of emotions and reactions. As you try to help your children navigate through this challengingContinue reading “Resources for Children and Divorce”