Once you know which estate planning documents you need, the next step is getting them in place. And there are two main options for doing it: 1) Do it yourself, or 2) Hire an estate planning attorney. There are pros and cons to both approaches and this post breaks them down so that you can make the right decision for your specific situation.Read more…
3 Reasons to Consider Setting up a Living Trust
Posted March 15, 2016
A living trust is not a necessary part of a good estate plan, but in the right situations it can provide extra security for your family and potentially even save you money. This post explains what a living trust is, how it can benefit you, what the drawbacks are, and when it’s the right decision for you and your family.Read more…
The Basics of Estate Planning for New Parents
Posted March 8, 2016
No one likes to talk about estate planning. I mean, who wants to plan for their death? Anyone? But for new parents especially, it’s an important topic because your estate plan is how you ensure that your children will always be in good hands, both financially and emotionally. Here are the most important pieces of a good plan.Read more…
The Basics of a Living Trust
Posted May 13, 2013
Last week we went over the basics of estate planning. Just to refresh, estate planning is simply the process of planning what will happen with your children, money and possessions in the event that you die. The essential pieces of this process that were covered last week are: Making a will, Getting life insurance, Naming beneficiaries, and Appointing a financial… Read more
