Who needs an estate plan? The answer is pretty simple. Everyone! But, not everyone needs the same documents. This series of posts will talk about life stages and why you need estate planning documents in that stage of life. Let’s talk about why young adults need documents. Young Adults This age group includes kids who… Read More »
I’m sick… now what?
I was calling to check in on my friend. She works in a care facility that has been hard hit by COVID-19. She was sick. That question was one of the first statements after I asked: “How are you?”. Estate planning was off in the distance in her mind until this latest scare. My friend… Read More »
Common Mistakes about Beneficiaries
It happens quite often. A prospective client will call because they discovered that assets they thought they were receiving (life insurance, bank accounts, retirement accounts) went to someone else after their loved one passed away. Beneficiary listings are not set it and forget it. (See this post about regularly reviewing your beneficiaries). Let’s go through… Read More »