Five Important Reasons to Write a Will No Comments

If you’re like most people, you haven’t thought about writing a will. Sure, you’re sometimes reminded of wills when you’re reading a mystery novel or watching a crime drama, but what do they have to do with you? If you haven’t thought of a will in connection with your own life and circumstances you are in the majority. However, writing a will offers some real benefits for…

5 Events When You Should Write a Will No Comments

It may not be the most pleasant task to consider, but it is always an important one. A will can mean the difference between whether or not your loved ones will receive any of your money, valuables, or other possessions after you die. Long life is never guaranteed, and it is your job to make sure your loved ones can tend to your funerary expenses. It is also your way of…

What is a Trust and Why You Should Have One No Comments

A trust is a document that sets up very specific rules about how property and assets that have been put into the trust are to be distributed and managed. Setting up a trust is not sufficient – you must fund the trust as well. This simply means that things need placed in your trust to make it useful. For example, life insurance policies, retirement accounts and property…

What Should Your Estate Plan Cover? No Comments

Did you know that you have estate? Everyone does. It consists of everything you own, including life insurance policies. It doesn’t matter how much or how little you have, everyone has estate and everyone should be concerned with what happens to it when they die. Our own mortality isn’t something many people like to talk or think about. Unfortunately, two things in life are…

Estate Planning Checklist No Comments

Estate planning is simply creating a set of instructions on how you want to distribute your money and property when you die. Estate planning is not just for the wealthy. Even the average person may have reason to plan their estate. For example, you need an estate plan if: You have ever purchased life insurance, You have a retirement or savings account, You own your own home…