By: Jedediah McClure, JD Communication is key in estate planning, but it requires careful preparation. Here are three tips to help your family engage in more effective discussions about estate…
By: Jedediah McClure, JD Key Points Financial Security: Estate planning protects your assets like home, investments, retirement accounts, and life insurance. Avoid Probate: Proper planning helps beneficiaries avoid the lengthy…
You can't just take the usual wording from a trust for a minor or a beneficiary with a disability and use it as a model. This type of trust needs…
Whether you’re planning ahead for your own heirs or have been asked to serve as an executor for someone else, it pays to understand what the role requires. The executor…
Introduction to Estate Planning Estate planning is an essential process that ensures your assets are distributed according to your wishes after your death. A well-crafted estate plan goes beyond a…
Some situations where you may need to change your will should be obvious to most people. But others just may surprise you. By: Jedediah McClure, JD Key Points Life Changes:…
It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor…
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your…
A true story: A mother with two kids put them down as the beneficiaries of her nearly $200,000 401(k) account – but when she died, they got nothing. It’s all…
Having a well-organized and reliable plan that establishes who is in charge and clearly dictates how your assets are to be distributed provides both comfort and peace of mind. It…
