The New Year symbolizes a fresh start, a chance to bring about positive changes in our lives. For many, it's about improving health or finances, but what about securing peace of mind for you and your loved ones? This New Year, tackle the task you've … [Read more...]
The Horrors of Dying Intestate
Many souls believe that if they lack means, they do not need an Estate Plan. Nothing could be further from the truth. If you die without an Estate Plan, it’s like opting for a trick on Halloween and the results of both can be downright scary. Read on … [Read more...]
What Is a Totten Trust?
We endeavor to demystify various elements of the estate planning process, including the devices that are sometimes used. In this post, we will take a look at the Totten trust, which is much simpler than it sounds. Payable on Death Account When you … [Read more...]
The Importance of Incapacity Planning
Incapacity planning is a crucial aspect of comprehensive estate planning. It involves making provisions for situations where an individual becomes unable to make decisions for themselves or manage their affairs due to physical or mental incapacity. … [Read more...]
Estate Planning Procrastination Is All Too Common
Estate planning is one of those tasks that often sits on the "I'll handle it later" shelf. Though essential, many of us delay it. But have you ever stopped to wonder why such a crucial task is frequently postponed? Let's delve into the psychology and … [Read more...]
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