Don’t Send Your Kids Back to School Without These Documents
[vc_row][vc_column][vc_column_text] As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are the individuals you entrust with the care of your children if, for any reason, you are unable to do so yourself. In the […]
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
[vc_row][vc_column][vc_column_text] July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about your shared goals, family […]
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds—Part 2
[vc_row][vc_column][vc_column_text] Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new spouse to your bank and credit card […]
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds—Part 1
[vc_row][vc_column][vc_column_text] Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple—creating an estate plan. With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel […]
Create a Stronger Blended Family Through Estate Planning
[vc_row][vc_column][vc_column_text] Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage. If you’re part of a blended family, you’ve probably […]
Why Everyone Needs to Keep Their Estate Plan Updated
[vc_row][vc_column][vc_column_text] As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. Your current legal and financial situation should be considered to […]
4 Common Mistakes Made On Life Insurance Beneficiary Designations
[vc_row][vc_column][vc_column_text] Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and […]
3 Red Flags When Creating Your Will Online
[vc_row][vc_column][vc_column_text] If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even for free. With so many do-it-yourself online document services out there, you might believe you can create your will […]
Green Funerals: 6 Eco-Friendly Options For Your Remains
[vc_row][vc_column][vc_column_text] The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we need to start seriously considering alternatives to traditional options for burial and cremation. Fortunately, more and more “green” options are being developed to reduce […]