Incapacity

Estate Planning: What You Need to Know, Part 4

Estate Planning: What You Need to Know, Part 4

In this fourth part of our series, Estate Planning: What You Need to Know, we’ll continue discussing what is often the most urgent concern among our clients: children. While part two of our series explained planning for incapacity and part three discussed ensuring your children are cared for after you’ve passed, this blog post will address specific, actionable steps you need to take to ensure your children are accounted for during incapacity.

Estate Planning: What You Need to Know, Part 3

Estate Planning: What You Need to Know, Part 3

In this third blog post of our five-part series on the basics of estate planning, we’ll learn more about designing a clear path to success for your children with your estate plan --- who this planning involves, what it will accomplish, when and why we should be doing it in the first place, and how we can bring our plans to life.

Exploring the Role Professional Fiduciaries Play in Estate Planning

Exploring the Role Professional Fiduciaries Play in Estate Planning

If you’ve been reading the blog lately, you might have noticed most of our articles so far have been about providing general information to you so you can plan smarter. But what about some specifics? In this article, we’ll dive into the nitty gritty and go over the very important role professional fiduciaries play in the estate planning process.

Will-Based Estate Planning: Your Simple Alternative to Having No Plan

Will-Based Estate Planning: Your Simple Alternative to Having No Plan

A Will-based estate plan can be an excellent alternative approach for young individuals and couples that are just getting started; and is definitely better than having no plan in place at all.

Estate Planning: What You Need to Know, Part 2

Estate Planning: What You Need to Know, Part 2

Incapacity planning is vital to finding a balance between control and protection in your estate plan. In this second blog post of our five-part series, we plan ahead to avoid a mess during incapacity.