5 Unfortunate Estate Planning Myths You Probably Believe
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…
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7 Tips on Choosing the Right Executor for Your Will
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…
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8 Things Not to Include in Your Will: Essential Insights for Effective Estate Planning
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…
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A Step-by-Step Guide to Being an Estate Executor
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…
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Estate Planning Is More Important Than You Think
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…
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Estate Planning: 3 Tips to Get Your Family Talking More Effectively
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…
So, You Have an Estate Plan … Now What?
These legal documents can't just be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause problems when…
Will or Trust: Which is Right for You?
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…
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You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
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…
Don’t Let These Common Estate Planning Excuses Stand in Your Way
The top reasons people don’t have an estate plan may sound familiar to you. Here’s what they are and what’s at stake. By: Jedediah McClure, JD We all lead busy…