Tag: estate planning

If you’ve been appointed an executor of a loved one’s estate, or a successor trustee, and that person dies, your

 If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both

Preparing a Last Will and Testament (more commonly known as a will) is important, but many people don’t understand what

A couple of the documents I prepare as part of my services are the Health Care Power of Attorney and

There are financial accounts such as life insurance policies, 401k, IRA’s, etc.that allow you to choose the primary beneficiary(ies) and

Putting an investment or rental property into a limited liability company (LLC) can be a great way to protect your

Many people don’t realize that when they prepare an estate plan, it’s not really for them but for their family

Today I spoke with someone whose domestic partner of 24 years died prematurely at 62. They had no estate plan,