It is commonly thought that the transfer of wealth upon someone’s death is largely, or even exclusively, dictated by that person’s document known as a Last Will & Testament, or simply, Will. In fact, the term “Will” is often used synonymously with one’s estate plan. Because of this, people too Read more…
Estate Planning: Not Just for the Old and Rich
While executing an estate plan might not be at to the top of your to-do list, it’s one of the most important pieces of your financial plan. I’ll admit, it took me expecting my first daughter to get my estate plan in order—but hopefully this post will motivate you to get your estate plan in place, Read more…
5 Estate Planning Documents You Need
Estate planning is a little different for everyone. While you are alive, the estate planning process allows you to manage and preserve your assets. At death, your estate plan allows you to conserve and control their distribution after your death according to your goals and objectives. Read more…
