There are three primary goals that you should attempt to accomplish in putting together your will. Naming a guardian for your children, determining who oversees your assets when you pass away, and identifying your estate executor. Aside from determining who to name as guardian of your children and determining how to divide your assets, you… Read More »
Monthly Archives: January 2017
The Four Key Duties of a Fiduciary
Selecting someone else to make financial decisions on your behalf might initially seem nerve-wracking or overwhelming, but it’s an important step to take in the process of estate planning. Before doing so, however, you need to think carefully about the person you intend to step into this role and educate yourself about what a fiduciary’s… Read More »
When is Disclosure of What’s Inside Your Estate Plan a Poor Choice for Your Family?
As your children grow older and become adults, it may be tempting to keep them informed about what is outlined in your estate planning documents. In the vast majority of situations disclosure can make a lot of sense. However, there are some families in the unique position that makes disclosure more or less not advisable…. Read More »
New Baby? It’s Even More Important to Put Together Your Estate Plan
If your family is like most of those across the United States, there’s a good chance that estate planning is probably one of those items on your to-do list that’s simply been overlooked many times. Far too many people in the U.S. have put estate planning off because they don’t think it applies to them…. Read More »
Two Ways to Start the Estate Planning Conversation with a Spouse
It’s hard enough to face the topic of your own mortality, but estate planning challenges abound when your spouse just doesn’t want to broach the idea at all. Trying to get a loved one on board with this critical conversation is worth it, but it’s not always easy. There are two primary ways that you… Read More »