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5 Reasons Why Price Shopping For The Cheapest Estate Plan Could Leave Your Family With A Mess

5 Reasons Why Price Shopping For The Cheapest Estate Plan Could Leave Your Family With A Mess
Regardless of whether you’re just starting your career or a sophisticated high net worth business owner, it’s likely you don’t know how to compare attorneys, what questions you need to ask, or what to look for when shopping for an estate plan. As a result, most people simply pick up the phone and ask a few attorneys how much they charge for a “Will” or “Trust.”
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Will Your Estate Plan Work When Your Family Needs It Most

Will Your Estate Plan Work When Your Family Needs It Most?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list.
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What You Need To Know Before Agreeing To Be A Trustee

What You Need To Know Before Agreeing To Be A Trustee
Being asked by a loved one to serve as Trustee of their Trust is an honor, but it’s also a significant responsibility—and it’s not for everyone.
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4 Common Mistakes People Make on Their Life Insurance Beneficiary Designations

4 Common Mistakes People Make on Their Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of your overall estate plan, and when done right, it can be the primary way to ensure your loved ones will be taken care of after you are gone.
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Revocable Living Trust or Irrevocable Trust- Which One Is Right for You

Revocable Living Trust or Irrevocable Trust: Which One Is Right for You?
You’ve probably heard you need a trust to keep your family out of court and out of conflict in the event of your death or incapacity.
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Why Every Adult Needs a Living Will

Why Every Adult Needs a Living Will
When it comes to estate planning, you have a variety of options for legal documents. The most common and well-known of these options is a “Last Will and Testament,” which is also known simply as a “Will.”
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Creditors And Your Estate Plan

Creditors And Your Estate Plan
Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die?
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3 Essential Questions To Ask Before Creating Your Will Online

3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your Last Will and Testament, or Will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even for free.
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Family-Portrait-At-Christmas

Communication is Key in Generational Estate Planning
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Trust

Here’s Why You Need an Estate Plan
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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