When it comes to protecting your wealth and your family creating an estate plan is one of the most important things you can do. An estate plan is your key to ensuring that your hard-earned assets are distributed (or saved or invested) as you designate. An estate plan is your family’s safety net. Unfortunately, too… Read More »
Posts Tagged: last will
Debunking 5 Common Estate Planning Myths
There are five common myths that frustrate all estate planners—particularly because we know that not only are they patently untrue, but also because their continued circulation can be harmful. 1. Estate Planning is only for rich people. This is probably the single most common estate planning myth there is—and it is a myth. When… Read More »
Dad Died and I’m His Executor… Now What?
Dealing with the death of a family member—especially when that family member is a parent—can be fraught with confusion and emotion even under the best of circumstances. Being named as the executor of a family member’s estate (although often considered an honor) means that you have to have a clearer head and more patience than everyone else… Read More »
The Most Important Part of Your Estate Plan
What is the most important component of an estate plan? This is a question that comes up a lot in our practice, and as you might guess, different families will have different answers. The Trust: Many families feel that this is the heart of the estate plan, and as such the most important part. … Read More »