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The Role of a Letter of Intent in Your Estate Plan
While a letter of intent is not a legally binding document, it can be an important part of an estate plan and…
Estate Planning for Individuals with Disabilities: Special Considerations to Keep in Mind
Estate planning is essential for everyone, but people engaging in estate planning for individuals with disabilities have special considerations to keep in…
Don’t Consider Yourself Rich? Top Ideas for Creating a Legacy
As people get older, they may think about how they want to be remembered and what they want to leave behind after…
Estate Planning and College Bound Kids
Many people think that only older individuals or people with children or significant assets need to develop an estate plan, and most…
Key Reasons Not to Delay Estate Planning
People typically do not want to think about getting older or the unfortunate fact that one day they will pass away. As…
Ways to Determine Which Type of Trust is Best for Your Estate
It is not uncommon for people to be overwhelmed by the prospect of estate planning. For example, while many people are aware…
3 Reasons Remarriage Changes Your Estate Planning
Developing a comprehensive estate plan is one of the most important measures people can take to protect their assets and ensure that…
What Exactly Does Funding a Trust Mean?
Most people have heard of trusts and have a general grasp of the benefits they offer, but few people truly understand how…
How to Provide for a Charity in Your Estate Plan
Many people who enjoy financial success feel it is important to support causes they believe in and contribute to charities throughout their…
Estate Planning Lessons from 2022
As we embark on a new year, it is important to look back at the previous year and assess whether changes in…