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...
First Step in Adulthood: Choosing the Right Decision-Makers

First Step in Adulthood: Choosing the Right Decision-Makers

Being an adult comes with freedom and responsibility. You can now make important decisions on your own without consulting your parents or guardians. While this may feel incredibly liberating, it is not without some scary moments. As an adult, you are in charge of...
Why Can’t I Just Prepare My Own Estate Plan?

Why Can’t I Just Prepare My Own Estate Plan?

You may think creating a simple estate plan should be easy and something you can do independently. Unfortunately, this is not the case. Estate planning laws vary greatly from state to state, can sometimes be complicated, and constantly change. An experienced estate...