When you are planning your estate and putting together all required documents, including your will, decide who to include in your will. It does not happen often but sometimes this question comes up—which is why it is so critical to begin the estate planning process...
Year: 2024
5 essential tips for crafting your estate plan
Creating an estate plan is a thoughtful and important step in securing your family’s future. Whether you are just starting out or thinking of updating your estate plan, here are five key considerations to keep in mind as you embark on this journey. Define your goals...
Is avoiding probate a smart move for your estate?
Nobody likes the idea of jumping through legal hoops, especially when passing on what you have worked hard for. For this reason, it is important to understand what the legal process of probate is and why it is important to consider it in your estate planning....
The potential impact of unequal inheritances
Effective estate planning requires proactive steps to ensure that loved ones are provided for following a tragic loss. While no one plans for the devastating loss of a loved one, having a plan in place can make things easier during difficult times. A common strategy...