Estate Planning

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

If you or a loved one is going through a divorce, there are important estate planning considerations to be aware of. This article outlines them well: Estate Planning During a Divorce: Four Key Considerations

“No one thinks dealing with the death of a parent will be pleasant. We expect a morass of unfamiliar and uncomfortable emotions. We anticipate unprecedented grief. But no one warns us about how much math and paperwork it entails.” – Adam BulgerThis article includes great advice for managing affairs after…

“Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure your beneficiary designations are consistent with the rest of your estate plan. You have worked hard to create your estate plan. Make sure…