If you think estate planning is just for the old and wealthy, you are way off. Estate Planning in your 20s and 30s will build the foundation you need. Be confident that your assets are safe, your healthcare will be managed, and that your children’s future is secure. Doing a substantial amount of research into…
I recently saw a post written by a funeral home in Massachusetts about a transfer on death deed, that seems to have gone viral. According to Facebook, the post was shared over 83,000 times. That’s how I saw it; because people who I know shared it. Unfortunately, while there are some really helpful tips in…
Estate planning is a critical aspect of financial management that often gets overlooked; however, given the unique challenges and responsibilities women face throughout their lives, effective estate planning is essential for ensuring financial security, protecting assets, and providing for loved ones. In this article, we’ll explore the importance of estate planning for women, common considerations,…
Probate can be a complex and lengthy process that many people wish to avoid when planning their estates. While it’s possible to sidestep probate through various means, such as trusts, joint ownership, and beneficiary designations, individuals often make critical mistakes in their attempts to avoid probate that sometimes cause more harm than going through probate.…
A Will, also referred to as a Last Will and testament, is the document that most people consider essential to ensure that their wishes are carried out after their passing. On the other hand, many people do not think that they have enough money to warrant having an Estate Plan. While both are integral parts…
