Tag Archives: How To
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.
Gathering necessary paperwork in one location will save your loved ones an irritating game of “find the forms” after your death. This is the perfect time to decide on a safe place to store all your estate-planning documents.
Mistakes are often made with the best of intentions. Here are some estate planning mistakes you can avoid now to save yourself (and family) a fortune later.
Individuals who purchase “estate plans” at seminars are rarely properly served. Seminars should be attended for educational purposes and not for the purchasing of an “estate plan.”