Remember: Your Named Beneficiaries

Remember: Your Named Beneficiaries

I always prefer fall cleaning to spring cleaning because I’m beautifying the place I will be stuck in for most of the winter. If you’re fall cleaning too, you can make this a time to gather your important documents, review them, and make a forever home for them. There...
Drop Everything And Get A Will

Drop Everything And Get A Will

Writing a will forces you to confront your own inevitable demise, and who wants to do that? Loving parents, that’s who. A will can be a broad document that not only covers finances, but also who will get custody of your children. It’s called appointing a guardian, and...
Planning Your Will

Planning Your Will

One of the worst mistakes I’ve seen people make is appointing two children as co-executors of their will. It tends to happen because the parent doesn’t want to insult their children. They don’t want to favor one child over the other, and they think that...
Do You Need An Estate Plan?

Do You Need An Estate Plan?

Planning an estate can be unpleasant to think about. Going over worst-case scenarios is usually something reserved for zombie movies or nightmares, not something anyone would consciously attend a meeting to discuss. It might shock you to know that only 42% of adults...