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 melissa.knippa@thrivent.com 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…
Estate Planning isn’t just all about practicality – it’s also includes ensuring your sentimental needs are met. “When planning for our families, practicality is usually the first thing that comes to mind. You want to make sure you have the proper estate documents (will, power of attorney, advance directive) and…
We think we can probably give you ALL your Estate Planning answers in LESS than 100 questions, but these are great things to consider as you begin working on your Estate Plan: 100 Questions to Ask in an Estate Planning Interview