estate plan checklist

Estate Planning Checklist

If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…

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beneficiary and heir difference

Beneficiary Vs Heir – What Is The Difference?

Whether you are putting together your own Will or standing to receive assets left to you by someone else, you may wonder what the actual difference is between a beneficiary vs an heir. Some people may use the terms interchangeably, however, heirs and beneficiaries are not the same thing. Not all heirs are beneficiaries, and…

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the reading of the will is not real

Who’s Invited To a Reading of the Will?

Have you heard of the “READING OF THE WILL”? Of course, you have! because it has been a scene in many TV shows and movies. After someone dies, the lawyer hosts a meeting in his (usually “his” because, well, you know, but that’s a topic for another time…) office. Everyone who had a relationship with…

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