What is an Ethical Will?
An “Ethical Will” is a statement of personal values. It can set forth life philosophies, wishes, testimonials, almost any final message you want others to know.
Will
What is a Personal Representative?
A personal representative is the person named in a Will to handle the Will-writer’s property after death. It is the name of the person often referred to as an Executor or Administrator.
Estate Planning in Uncertain Times
Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties related to the Coronavirus. Here a three planning tools that bring greater peace of mind.
What is a Beneficiary Designation?
Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.
Which is Better? Will vs. Trust
The revocable trust (aka “living trust” or “family trust”) is a popular way to plan for your future. However, despite the popularity, trusts are not without potential problems. In deciding what is best for your family and estate, here is some basic information about revocable trusts.
