Have you checked in with your parents to see if they’ve completed their estate planning? It’s an important question to ask! “Your parent or parents may be afraid to talk about it. Or, there’s a chance that parents may not have done any estate planning yet, or haven’t done so…
“There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. The truth is, individuals at every stage of life can…
Celebrity estates continue to be a cautionary tale for us all! Even if you don’t have millions at stake, for the sake of your loved ones, get your plans in place! Aretha Franklin’s Estate Still Unsettled as Executor Resigns
Thrivent Financial Arbors Group Melissa Knippa, ChFC®, CLU®, RICP® Wealth Advisor 3309 Slaughter Lane West Austin, TX 78748 512-892-4875 [email protected] connect.thrivent.com/melissa-knippa/ Thank you to our friends Thrivent Financial for sharing this informative article with us! The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community…
“Losing your last surviving parent is hard enough. But being the arbiter of which of your parents’ and grandparents’ treasures get saved and which end up sold, donated, or in a landfill? gut-wrenching. The lesson we have learned from this experience? Most of the stuff in your house is worthless.…
A Medical or Health Care Directive is an essential component of your estate plan. But what exactly is a [medical] directive? “It is a legal document in which an individual specifies their decisions for caregivers in the event of illness or dementia and directs end of life decisions. Health care…
Is Estate Planning on your New Year’s Resolution radar? Here are some things to think about: Estate Planning New Year’s Resolutions: Resolve To Plan Better
As the spouse or family member of a deceased person or an executor of an estate, you may need to obtain the credit report of a deceased person. This article breaks down the process: How do I obtain a credit report for a deceased person?
We recently spoke with someone who is experiencing the unexpected death of a family member who had no estate plan in place. They are understandably overwhelmed and unsure of what to do next. We encourage you to plan for the unexpected and not leave your loved ones in a similar…
“Congratulations! You’ve been meaning to create an estate plan for a long time — and now you finally have a health care advance directive, a durable power of attorney, a will and maybe even a revocable trust. You’ve accomplished something important for you and your family, but you are not…