Estate Planning

Avoid these four tax mistakes

Most people dread doing their taxes. It involves a lot of paperwork, and the tax system is incredibly confusing. You do not want to miss out on any deductions, but making a mistake could land you in hot water with the IRS....

When should I start writing my will?

Determining when to begin writing your will is a very personal decision. It is common for people to put off thinking about death, but our lives are filled with complicated relationships that often affect how we want our estates to be divided after we die. Without a will, your estate will be divided ...

Keep your estate plan up to date through the years

Creating an initial estate plan is an important step in planning for the future of your life, assets and loved ones. With the use of a will, living trust, power of attorney and other elements of an estate plan, you can designate the terms for how others should handle your estate and wishes when need...

What happens to your will when you move?

A will always benefits from an update after a notable life event. You might consider adjusting your will after you have a child, begin a marriage or buy a house. Moving to a different state is a huge life change that demands planning and consideration. Just like you will need to change your driver&r...

A living trust is essential to avoid probate

You have worked hard to build your legacy. When you pass, you want all your property and belongings going to your loved ones. Unfortunately, probate fees take up a large chunk of your assets. That is why a living trust is an important addition to your will....

Prioritizing end of life care when estate planning

A recent survey conducted by The Economist and the Kaiser Family Foundation polled people in four countries about their end-of-life concerns. What their polling found among participants from the U.S., Brazil, Italy and Japan was that priorities varied depending on their location, but there were poin...