Category Archives: Estate Planning & Administration

An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
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Estate Planning Tips Before a Major Surgery

Getting the news that you have to undergo major surgery is never easy.

Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worrying about. But what if you only have a few weeks—or even days—to react? Who should you call? How...
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7 Common Questions About Estate Planning

Not sure if an estate plan is right for you or maybe you're not even entirely sure what an estate plan is?

You're not alone. Many people have questions about the process of getting their estate in order for lifetime benefits as well as having an organized plan after you're gone. Here are seven common questions we...
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Are Heirlooms and Keepsakes a Part of Your Estate Plan?

When most people think of estate planning, they think of assets that include money, real estate, and personal property.

But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. This type of property should not be overlooked in your estate plan just because it may not have a high dollar...
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