Who Needs as Estate Plan?

Who Needs as Estate Plan?

If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth or are just entering adulthood—you need a written plan to...
Estate Planning for the Newly Married

Estate Planning for the Newly Married

Now is the perfect time to start working on an estate plan. As newlyweds, you are likely in the process of deciding which of your accounts and property (your assets) to combine and how to turn two households into one. You may also be setting up new bank accounts and...
How Do You Define the Beneficiaries of Your Trust?

How Do You Define the Beneficiaries of Your Trust?

Who are your descendants? In the past, the definition of descendant was straightforward: a person who can be traced back to a specific ancestor through the same bloodlines. But planning for today’s more diverse family structures now encompasses much more than...