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Myths We Tell Ourselves About Estate Planning

Myths We Tell Ourselves About Estate Planning

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk...

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Wedding Season: Estate Planning for Newlyweds Myths and FAQs

Wedding Season: Estate Planning for Newlyweds Myths and FAQs

Myth: Owning all of your assets jointly means that you do not need an estate plan because the survivor will automatically own everything as a matter of law.Fact: While it is true that the survivor will automatically own 100% of jointly owned assets, this strategy does...

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Estate Planning Discussion Checklist

Estate Planning Discussion Checklist

Estate Planning Discussion Areas to Cover:Basic Level:Explain that estate planning documents have been prepared.Discuss where the estate planning documents can be found in the event they are needed (at your incapacity or death).If you have minor children, have...

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Do You Really Need A Will?

Do You Really Need A Will?

You May Not Think You Need a Will, But You Really Do.Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand,...

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It’s Planning Season

It’s Planning Season

To properly plan for the next season in your life and the lives of your family, a well-executed estate plan is a must. Below are a few documents to consider when crafting a plan to protect yourself, your family, your business, and your legacy.Trust: A trust is a...

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Being Deployed? Here’s What You Need to Do

Being Deployed? Here’s What You Need to Do

You just received your orders, and you will be deployed shortly. No matter the time frame, there is still time to make sure your affairs are in order.Review or prepare a Family Care PlanRegardless of the branch of the military in which you are serving, you may be...

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Myths and FAQs – Planning for Young Adults

Myths and FAQs – Planning for Young Adults

Myth: My son is on my insurance, so I automatically have access to his medical information.Unfortunately, this is not entirely true. Just because your son is on your health insurance does not mean you will have access to his medical information. The doctor’s office or...

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