Why Do I Need an Estate Plan?

“Don’t leave your family to fight over your belongings if something happens to you. Having a plan in place can help them grieve in peace.”

The Basics of Estate Planning

“Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.”

Does My College Kid Need an Estate Plan?

“As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.”

What Do I Need to Do When a Loved One Dies?

“It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.”

Important Documents in Your Estate Plan

“There are two documents everyone needs in their estate plan: The Durable Power of Attorney (DPOA) and a Health Surrogacy or Advanced Health Directive.”

What Is an Estate Plan?

“Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.”

Why Do I Need an Estate Plan?

“Please don’t let procrastination or your fear of death stop you from making an estate plan. That is both selfish and unkind.”

Why Is a Will So Important?

“The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.”

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