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Everyone needs an estate plan, but most people do not have one. If this is surprising to you, you may be ahead of the game. Only about 1/3 of Americans have already made an estate plan. The other 2/3 are either not expecting to make one at all or are perhaps planning...
As a small business owner, you dedicate your time and energy to ensure your enterprise’s success. While you focus on the day-to-day operations and growth of your business, it's really important not to overlook the importance of estate planning. Estate planning goes...
An estate plan is so much more than “just a will.” In fact, a good estate plan is a comprehensive set of legal documents and strategies that help ensure your assets are protected, your health care and end-of-life wishes are respected and your loved ones are taken care...
Business owners frequently have more daily obligations and personal responsibilities than other members of their communities. They are beholden not just to their immediate family members but also to investors and employees. Those responsibilities won't simply...
There is no universal estate planning solution that works for every person hoping to provide for their spouse, children or other loved ones when they die. Your estate plan may include a variety of documents, each of which you will tailor to your specific...
You may have drafted an estate plan years ago when you first got married or had children. Ever since, you have assumed that those documents will explain your wishes and protect your loved ones if something happens to you. However, the longer it has been since you...
As you get closer to retirement age, you have to think about what your budget will look like when you stop working. You will also need to plan ahead to protect yourself from unexpected expenses and financial hardship. Many retired adults depend on a combination of...
People plan for pretty much everything: Where they want to live, where they want to go for vacation, how many kids they want to have and so forth. But, most people never take time to plan what they wish to happen to their future and estate when they are either...
Estate planning is a cross between planning for the inevitable and planning for the unexpected. You will die one day, yet you do not know when or how. While an estate plan should cover what happens when you leave this world, it should also set out what happens if you...
We hear this question all the time: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” The Simple Answer? It’s just not a good idea. For the plan to work as you would...