Your estate plan can do more than help you distribute assets; you can plan for incapacitation. While you may not want to be unable to make medical decisions at any point in your life, anything can happen. Accordingly, you need to choose someone who will make medical...

You may be concerned about handing over your estate to a loved one who faces challenges or requires special considerations when managing their finances. It could be because they are underage, have a disability or are financially irresponsible. In such instances, you...

For as long as estate planning has existed, confusion and misunderstandings about the process have appeared. Part of the issue may be that the internet is so large, which makes it harder to stop estate planning myths. Here are a few myths about estate planning that...

An incentive trust is a legal document that can be included in an estate plan. This kind of trust allows a grantor to control how their assets are used with the use of clauses. A beneficiary may need to meet the conditions of a clause before they can gain any funds...

Who settles your estate after you pass away? This role is typically left to the executor of the estate. The executor is anyone you trust to manage your assets and distribute them to beneficiaries. But, this role is not that simple. The executor of the estate is...

When creating an estate plan, many older adults consider the implications of a nursing home stay and how it may impact their finances and their children’s inheritance. They worry that the need for long-term care will take all of the assets they spent a lifetime...

Good for you if you have already made advance healthcare directives a priority in your estate plan. You have taken the first step in controlling your medical care even if you become incapacitated and cannot speak for yourself. To better ensure your healthcare...

A will is a legal document that allows you to pass on instructions as to how your assets should be divided upon your death among your heirs and other beneficiaries. A will can also include guardians to look after your young children. Drafting a will is not a one-time...

When you draft an estate plan, one step you have to take is to choose an estate executor or an estate administrator. Your estate plan itself provides instructions for your family. The estate executor is the person you’ve put in charge of going through the...

Most of today’s young adults grew up electronically connected to the world. As such, most young adults each boast a significant digital footprint that includes everything from social media accounts to online banking, email and even virtual currencies. This shift has...

Your estate plan can do more than help you distribute assets; you can plan for incapacitation. While you may not want to be unable to make medical decisions at any point in your life, anything can happen. Accordingly, you need to choose someone who will make medical...

You may be concerned about handing over your estate to a loved one who faces challenges or requires special considerations when managing their finances. It could be because they are underage, have a disability or are financially irresponsible. In such instances, you...

For as long as estate planning has existed, confusion and misunderstandings about the process have appeared. Part of the issue may be that the internet is so large, which makes it harder to stop estate planning myths. Here are a few myths about estate planning that...

An incentive trust is a legal document that can be included in an estate plan. This kind of trust allows a grantor to control how their assets are used with the use of clauses. A beneficiary may need to meet the conditions of a clause before they can gain any funds...

Who settles your estate after you pass away? This role is typically left to the executor of the estate. The executor is anyone you trust to manage your assets and distribute them to beneficiaries. But, this role is not that simple. The executor of the estate is...

When creating an estate plan, many older adults consider the implications of a nursing home stay and how it may impact their finances and their children’s inheritance. They worry that the need for long-term care will take all of the assets they spent a lifetime...

Good for you if you have already made advance healthcare directives a priority in your estate plan. You have taken the first step in controlling your medical care even if you become incapacitated and cannot speak for yourself. To better ensure your healthcare...

A will is a legal document that allows you to pass on instructions as to how your assets should be divided upon your death among your heirs and other beneficiaries. A will can also include guardians to look after your young children. Drafting a will is not a one-time...

When you draft an estate plan, one step you have to take is to choose an estate executor or an estate administrator. Your estate plan itself provides instructions for your family. The estate executor is the person you’ve put in charge of going through the...

Most of today’s young adults grew up electronically connected to the world. As such, most young adults each boast a significant digital footprint that includes everything from social media accounts to online banking, email and even virtual currencies. This shift has...