Articles
Articles of Interest
Ethical Wills: Words to Remember You By
In addition to your official Estate Plan, you might consider leaving behind an "ethcial will" for your family and friends. "Unlike legal wills, ethical wills — also known as legacy letters — are not written by lawyers, but by you. They can include life lessons,...
Pre-Summer Vacation Planning
Believe it or not, summer will be here before we know it! Ensuring your estate plan is in order prior to heading out of town (or out of the country!) is always a good idea. This article outlines some items to check on: 4 Critical Estate Planning Tasks To Complete...
Advice for Executors
Great advice for executors, and good things to keep in mind when appointing an executor for your estate plan. "Being an executor can be a lot of work and a thankless job. It is a serious role that requires your attention. Be mindful of your obligations and truthful...
Second Weddings and Estate Plannings
"An estate planning rule of thumb is to review (and, if necessary, revise) your estate plan in light of major life events. Such events include a marriage, birth of a child and a divorce. A second marriage also calls for an estate plan review. You’ll want to provide...
Estate Planning for Entrepreneurs
"Tomorrow never is guaranteed. Drafting a will, a FPOA and a living trust can feel uncomfortable. But the rewards are significant. For the hour or two you'll spend, you'll gain a sense of security that goes beyond even insurance and savings accounts. You'll have...
Single? You Still Need an Estate Plan!
People often think of estate planning in conjunction with getting married or having children. However, estate planning is equally important if you are single. This article offers great strategies and insights: 5 Estate Planning Strategies For Singles
Estate Planning Advice for New Parents
"Becoming a parent is one of the greatest joys in life but it also brings with it a lot of responsibilities.When your child is born you might not think immediately about estate planning, but if you’re smart, you will know that you need to consider this question now!...
Privacy Concerns and Estate Planning
If you or someone you know is reluctant to complete an estate plan due to privacy concerns, this article can provide helpful information and options. My dad refuses to create an estate plan. Can I save my inheritance from taxes?
Triggers for Estate Planning Updates
"As life happens and things change — and as you pass big milestones like getting married, having children or retiring — your estate plan and will should change too." - Jennifer Bradley Franklin Estate planning triggers: When to re-evaluate your estate planning...
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