A recent article from CNBC says that Covid-19 created a new awareness among Americans. If they do not have a living trust or living will by now, they should. Further, a survey shows that 67% of Americans do not currently have an estate plan. While it may feel...
Did you know that as of 2021, only 32.9% of adults had a legal will? Estate planning is the best way to protect your wealth and the ones you love. Many people put off estate planning because they don’t want to think about death or they aren’t sure about...
When an entrepreneur starts a business, it can sometimes be hard to imagine anyone else doing their job. Small business owners can pour years, even decades, of hard work into getting their processes, vendors, and contracts in place. But as the years press on,...
The emotional toll of a family member’s death can be sudden and unpredictable, and it can make even the most rational person wonder what to do next. Keep this checklist handy so that you know what to do when a loved one dies. Preparation Can Ease The Transition For...
An estate planning checkup is key to your financial health. Another year has flown by – meaning there’s a fresh, new one ahead. With a clean slate, you can make choices that will reap benefits in the upcoming year – and many years after. One thing many of us seem to...
When most people hear about estate planning, they think about wills and testamentary trusts – things that take effect after they have passed away. However, there are key parts of any complete estate plan that can help while you are alive. Medical Directives Guide...
