Think You Are Too Young to Need An Estate Plan? Think Again
[vc_row][vc_column][vc_column_text] The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For the first time since the study’s inception, Caring.com’s 2021 Wills and Estate Planning Study found that young adults are now more likely to have […]
Estate Planning Must Haves for Parents – Even If You Have Legal Documents
[vc_row][vc_column][vc_column_text] A comprehensive estate plan — which we prefer to see as a Life and Legacy Plan — can protect what matters most to you. For many, this means everything you own and everyone you love. Obviously, this includes providing for the care of your children as an essential piece of your peace of mind. […]
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
[vc_row][vc_column][vc_column_text] Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets […]
Estate Planning 101: Wills vs. Trusts
[vc_row][vc_column][vc_column_text] Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death, the way in which they work is quite different. From when they take effect […]