WHO ARE YOUR BENEFICIARIES?

Decided where your assets should go after you die is one of the primary purposes of an estate plan. One of the most common questions people have is who should be their beneficiaries. The good news is this decision is entirely up to you. Your assets can go entirely to one person, to multiple people,Continue reading “WHO ARE YOUR BENEFICIARIES?”

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”

What Does An Estate Planning Package Include?

An Estate Plan includes multiple documents that apply to various scenarios. A will describes your wishes for your property. A trust, which can be helpful if you have children or if you wish to avoid probate, is flexible and protective of your loved ones. An advanced health care directive specifies the type of care youContinue reading “What Does An Estate Planning Package Include?”