As you begin to declutter your garage, empty out your closets of old clothes from a decade ago, and freshen up your home this Spring, it may be the perfect time to do a little “life cleaning” to ensure your life planning documents are in order, up to date, and have reflected any life events in the past few years.…
You have heard the common estate planner saying, “make sure your beneficiary designation forms are filled out!” Yet, one of the most critical and often overlooked aspects of the estate planning process is properly filling out a beneficiary designation form after creating an estate plan. Beneficiary designation forms are filled out for retirement accounts like 401(k)s, IRAs, and even pensions…
When planning your estate, providing your trustee with essential passwords and information about your assets can save your loved ones significant time, stress, and legal hurdles (expense!) in creating a seamless trust administration after you become incapacitated or pass away. Proper preparation ensures your estate is managed smoothly and according to your wishes. Below are the top 10 types of…
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of the Holiday season looming in the distance. The Holidays inevitably bring together loved ones from all over to share in the celebration of family, gratitude, and the togetherness of people from near and far. Because having all your loved ones under the same roof is…