Estate Planning and Estate Administration

WHY DO YOU NEED AN ESTATE PLAN?

Friday, June 26, 2020

Most of the time, estate planning isn’t a priority until people hit retirement or a certain income level. However, everyone can benefit from establishing an estate plan early in life, especially if you are the head of... Continue Reading

WHAT IS AN ESTATE PLAN?

Wednesday, June 24, 2020

Your estate is the accumulation of everything you own: your car, real estate, checking accounts, saving accounts, furniture, life insurance, investments, and personal possessions such as artwork or jewelry. An estate plan... Continue Reading

WHEN TO RE-EVALUATE YOUR ESTATE PLAN

Monday, June 22, 2020

An estate plan is not something you put together and then never touch again. You estate plan can and should be molded to fit your changing needs throughout your life. Here are a few major life events that should cause you to... Continue Reading

ELEMENTS OF A WELL-ROUNDED ESTATE PLAN

Thursday, June 18, 2020

Your will. A will outlines how your assets will be distributed, who will be the executor of your estate, who the guardian of your children will be, and who will take care of any pets. Without a will, the government gets to... Continue Reading