Estate Planning Checklist

Estate planning is an important process that involves making decisions about how your assets and affairs will be managed and distributed after your death. Starting the estate planning process involves several important steps from identifying assets to communicating...

When to Start Estate Planning

Estate planning is an important process that involves making decisions about how you want your assets and affairs to be managed and distributed after your passing. While there is no specific age or time when everyone should start estate planning, it is generally...

Who Needs Estate Planning?

What is estate planning and who needs it? Estate planning is an important process that individuals of varying financial and family circumstances can benefit from. In simple terms, it guides and allows individuals to make decisions about their assets and intentions...

What Is Estate Planning and Why Is It Important?

Estate planning, sometimes called legacy planning, refers to the process of making arrangements for the management and distribution of your assets and belongings after your passing. It involves creating legal documents and strategies to ensure that your wishes are...

End-Of-Life-Planning: Don’t Forget About Your Pets!

Usually, we outlive our pets. Sometimes, our pets outlive us. When it comes to end-of-life planning, there are numerous details to gather and thoughtfully consider. Listing assets, naming inheritors or beneficiaries, creating advance directives and more are just some...

Estate Planning: Important Considerations, Goals and Objectives

Many people associate the topic of estate planning with palatial mansions and family heirlooms that are divided among a millionaire’s heirs, but the truth is: Everyone has an estate. If you’re young and single, you may need only a few relatively simple items, such as...