Almost everyone knows it is important to receive these documents but many don’t do that. And we wondered why. Why do people avoid getting necessary documents? So we did our own informal survey and discovered the people are just overwhelmed with a seemingly large vats of documents they need to give to an estate planning attorney in order to get their own plans in order.
Need a Will or Trust? Ducks in a Row! Read More »
In the next couple of weeks, we are excited to begin beta-testing our new Virtual Will Camp. This is a modern, virtual way to obtain estate planning documents quickly, easily, “at a distance” and accurately. Yes, we are doing this to respond to the new practice of “social distancing,” but, to be honest, this has
Virtual Will Camp-Why You Should Get in on the Beta Test Read More »
You may create the best Estate Plan for your family, but if you do not have property beneficiary designations for your accounts, all of your good attentions will be thwarted.
Making Appropriate Beneficiary Designations Read More »
Titling assets determines how they pass at your death and whether they may travel through probate.
Options when Titling Accounts Read More »
Yes, you do need estate planning! After all, I got into this area myself due to my own personal needs. What’s more than that, I saw that my friends could benefit from it. Most of us want to make plans and make things easier for our loved ones. For more on Estate Planning based on
Do I Really Need Estate Planning? Read More »
