How Can I Prepare For Estate Planning?

March 18, 2016

In most instances, your estate-planning attorney will provide a questionnaire to help organize the data and provide the specific information needed for planning. The questionnaire will ask not only about your assets, but also about your citizenship, your family composition, your children and other beneficiaries, your wishes during a disability, a list of the people… Read more »

Should I Do My Own Estate Planning?

March 16, 2016

Today there are limitless software programs and books that promote doing your own estate plan. Websites and self-help companies will sell forms claiming to help you create your own estate plan almost for free! Although it may be tempting to do so, you should think very carefully before undertaking the do-it-yourself approach. Researching information on… Read more »

What Are The Goals Of Estate Planning?

March 14, 2016

Estate planning goals will, of course, vary from family to family, and depend on the things you find important. Generally speaking, estate planning is designed to allow you to give what you own to whom you want, when you want, and the way you want. In doing so, you are able to care for your… Read more »

Why Do People Fail To Do Estate Planning?

March 10, 2016

People invariably fail to plan due to misconceptions about the process. As mentioned above, some people view estate planning as “death planning;” an event about which few people want to think. It’s hard for most of us to face our mortality and the brevity of life. Others believe that planning is complex and expensive. They… Read more »

Do I Need A Plan If I Have Titled My Assets Correctly?

March 08, 2016

If all my property is in joint name with my spouse, is that sufficient? First, the question seems to assume that planning is only about assets. As discussed above, plans are used for many other purposes beyond passing money and personal items to the next generation. Nevertheless, since assets are also involved, this is a… Read more »

Who Needs Estate Planning?

March 04, 2016

There are a lot of misconceptions about estate planning. And part of the blame lies with professional advisors who speak a unique planning dialect. We talk about wills, so you may associate estate planning with death planning and distributing assets after you’re gone. And since death usually happens when we’re advanced in age, you may… Read more »

Why Should I Care About Planning?

March 02, 2016

Many people consider estate planning to be an act of stewardship. They spend their life maximizing the use of their “time, talents, treasure, and trust.” They want to ensure that the benefits of this stewardship will continue even after the ability to control has ended. The control and benefit of everything we “own” will eventually… Read more »

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