Wills

Are Payable-On-Death Accounts Right For You?

Posted on: February 1st, 2018
A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the court-supervised process that oversees distributing a deceased person’s property. Most people want to avoid their estate going through probate because their heirs will receive the inheritance faster, privately, and at lower cost. Is a POD account an appropriate solution for your needs? Let’s examine what POD accounts do and how they fit into the overall picture....

Four Reasons Why Estate Planning Isn’t Just for the Top 1 Percent

Posted on: January 12th, 2018
There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat down to put their legal house in order....

How to Share Family History and Heirlooms with Your Estate Plan

Posted on: November 22nd, 2017
The best time to share your family history with loved ones is right now, before the memories are forgotten. The coming holiday season is a great opportunity to reminisce because you’ll probably have your loved ones nearby. While you can always pull aside children and grandchildren for a chat about family history, did you know you may also be able to use a personal property memorandum in your estate plan to pass along special memories and stories about specific items that are meaningful to you and connect your family with the past?...

Estate Planning for Everyone

Posted on: April 29th, 2015
Estate planning is as much about passing values to loved ones as it is about passing material possessions....

The importance of proper Estate Planning

Posted on: April 1st, 2015
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. ...
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