Should you “park” your vehicle in a living trust?
Using a revocable trust — sometimes referred to as a “living trust” — is a common estate planning strategy to…
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Ducks In a Row?
Covid-19 Update I understand the last few days and weeks have probably caused you some anxiety not just about the…
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Sudden impact: When a spouse unexpectedly dies
What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As…
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Unleash the power of a durable power of attorney
Estate planning typically focuses on what happens to your children and your assets when you die. But it’s just as…
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Don’t forget this critical part of your estate plan.
Have you coordinated your payable-on-death accounts with your estate plan? Payable-on-death (POD) or Transfer-on-death (TOD) accounts provide a quick, simple…
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Choose wisely grasshopper
Choosing the right executor — sometimes known as a “personal representative” — is critical to the smooth administration of an…
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Who needs an estate plan? You do!
Despite what you might think, estate planning isn’t just for the rich and famous. In fact, your family is likely…
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Fresh & Local: estate planning version.
Phote by Sarah Pflug from Burst Keep your estate planning documents Fresh and Local I often get calls from people…
