Spring is all about fresh starts—decluttering your space, deep-cleaning your home, and getting life in order. But while you’re dusting off shelves, why not tidy up something even more important? Yep, your estate plan. Whether you’re just getting started or need to make a few updates, now is the perfect time to make sure your…
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…
Planning a vacation is an exciting time, but it’s also an opportunity to ensure that your affairs are in order, particularly when it comes to estate planning documents. Taking the time to prepare these documents before you leave can provide peace of mind and protect your loved ones in case the unexpected happens. Here’s a…
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…
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.…
