by msmyers | Dec 19, 2019 | Estate Planning
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?
by msmyers | Dec 10, 2019 | Estate Planning
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...
by msmyers | Nov 12, 2019 | Estate Planning
“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...
by msmyers | Oct 31, 2019 | Estate Planning
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...
by msmyers | Oct 22, 2019 | Estate Planning
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
by msmyers | Oct 15, 2019 | Estate Planning
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
