Tag Archives: "Wills"

Situations in Which Your Assets Might Be At Risk
Situations in Which Your Assets Might Be At Risk
Not all are conscious of the need to have an estate plan in place. The Estate Plan can include a Will or a trust but goes beyond in making sure your assets are managed if you are disabled. It can decrease the taxes, fees, or court costs your heirs may incur after your death. Failure to plan for the management and dispersement of your estate during disability and after death can be very expensive and cumbersome and this is...

Read More
Will vs. Trust – What Do I Need?
Will vs. Trust – What Do I Need?
People work hard throughout their life to provide for their families while living and even after death.  We often have ideas and wishes as to what and where those items/monies go to.  Regardless of your means, you have an estate and there are several strategies to choose from to ensure those assets are distributed according to your wishes and in a timely fashion. We call it your Estate Plan. The right strategy depends on your circumstance. For some, a...

Read More
Want-to-update-your-will
Want To Update Your Will? We Can Help You!
Once a Will is written, signed, notarized, and witnessed, it is termed legal as long as it meets the State law requirements. In order to change a Will completely, you must either create a new one or a Codicil. However, you cannot modify it by merely crossing out something or including anything new. Reasons for Making Will Updates Some of the few reasons to update your Will are: Marriage: You want to include your new spouse in your estate plan. Divorce:...

Read More
Checklist-Estate-Planning
The Indispensable Checklist of Estate Planning
Estate planning is one of the best investments you will ever make. A few dollars spent will usually save thousands or hundreds of thousands of dollars that would otherwise be lost to taxes, attorney fees, court costs of nursing homes. it does not need to be complicated in most instances and provides you with the great piece of mind. While meeting with you, we discuss your goals and concerns. You will be educated on various legal “tools” available to...

Read More
Result 1 - 4 of 4