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…
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…
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…
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…
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…
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…
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…
Once an irrevocable trust is set up with the best of intentions for your children, it's set in stone, and you're out of luck if circumstances change ... or are…
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…
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…
