Monthly Archives: July 2018
How to Obtain the Basic Documents You Need for Estate Planning
Practically every person can benefit from a health care proxy, a durable power of attorney and a will. Regardless of your occupation, income or age, every adult should have these estate planning documents and these should be updated at least on an annual basis in order ensure that you have appropriate protections and have… Read More »
Estate Administrators and Trustees Are Responsible for Many Different Tasks
Before you choose who will step in and make decisions on your behalf, as well as handle your estate after you pass away, it’s important to clarify that the people you have selected are comfortable in serving in this role. The truth is that being a trustee or an estate administrator comes with many… Read More »
When Is Your Living Trust Better Than a Will?
Do you only have a handful of documents set up for estate planning purposes? If so, you’re like most people who don’t realize that your will probably doesn’t go far enough to protect your interests. Having a living trust is a great way to incorporate additional planning opportunities into your big picture to ensure… Read More »
Estate Planning and Business Succession Planning Work Together
Many people who have already started or are contemplating starting a business venture might overlook the benefits of business succession planning and estate planning. Business interests and estates must combine, especially from the beginning of establishing new a company. This is largely because small details, including those like the name of the company can… Read More »