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Read more about the article The 6 Biggest Estate Planning Mistakes

The 6 Biggest Estate Planning Mistakes

  • Post category:Estate Plan

If you’re like most people, you have the best of intentions regarding how you want your estate distributed when you die or your affairs handled should you become incapacitated. Unfortunately,…

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Read more about the article How to Protect an IRA From Heirs’ Creditors

How to Protect an IRA From Heirs’ Creditors

  • Post category:Estate Plan

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA that has been…

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Read more about the article Be Careful Not to Name Minors as Your Beneficiaries

Be Careful Not to Name Minors as Your Beneficiaries

  • Post category:Estate Plan

Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan…

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Read more about the article Using Life Insurance as Part of Your Estate Plan

Using Life Insurance as Part of Your Estate Plan

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Life insurance can play a few key roles in an estate plan, depending on your age and situation in life.  There are two main types of life insurance: term and permanent.…

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Read more about the article How to Create an Estate Plan That Includes Your Pet

How to Create an Estate Plan That Includes Your Pet

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Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members.  While…

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Read more about the article Why You’re NOT too Young for an Estate Plan

Why You’re NOT too Young for an Estate Plan

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I always tell people who ask who really needs an estate plan, if you’re over the age of 18 and you have someone you care about, or someone cares about you,…

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Read more about the article Busting the “Not Enough Stuff” Myth

Busting the “Not Enough Stuff” Myth

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Myth: You must have significant assets in order to have an "estate plan." Answer: NO!  If you're hung up on having stuff because we call it "estate" planning, then try…

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Read more about the article 5 reasons an attorney is better than DIY for your estate plan

5 reasons an attorney is better than DIY for your estate plan

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Don’t get me wrong, I love DIY, I really do. I’ve done the remodeling of homes, the epic Pinterest fails (I really should have posted them), the fixing of various…

Continue Reading5 reasons an attorney is better than DIY for your estate plan

Recent Posts

  • Decisions to Make for Your Power of Attorney
  • The 6 Biggest Estate Planning Mistakes
  • How to Protect an IRA From Heirs’ Creditors
  • 6 Things to Ask Before Agreeing to Be a Trustee
  • Be Careful Not to Name Minors as Your Beneficiaries

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