Basic Estate Planning
Do you think that estate planning is important – for other people? You may be in for a surprise. Estate planning isn’t just for the rich or elderly. It’s for anyone with assets, whether they’re retirement plans, bank accounts, life insurance policies, property or...
Wills and Trusts – What Are the Differences?
When you work on your estate plan, you’ll likely hear a lot about wills and trusts. These are two very important tools in estate planning, and although some people might get them confused, they serve different roles. What is a Will? The will, or the last will and...
Estate Planning for Blended Families: Proactive Strategies
Love can blind us. When it comes to your estate plan, you need to make sure you’re seeing clearly. This is true for all people, but it’s especially important when dealing with the complications that come with blended families. With the right estate planning...