Who Should Inherit Your Wealth

Who Should Inherit Your Wealth

The main goal of estate planning is to hand off your estate based on your wishes, including who you want your assets to go to. Without designating beneficiaries, your estate will be left in the air. Your loved ones may be unable to find out how to access your assets...
Top 7 Estate Planning Mistakes

Top 7 Estate Planning Mistakes

Any mistakes made in the estate planning process can be extremely costly if you do not catch them. Continue reading to learn the top 7 estate planning mistakes to avoid. 1. Not Partaking In Estate Planning One of the costliest mistakes you can make is not setting up...
When Should I Start Estate Planning?

When Should I Start Estate Planning?

Many people think that estate planning is only for people who are retired and getting closer to passing away. However, this couldn’t be further from the truth. Every adult, no matter their age or amount of assets, should have an estate plan in place. You also need to...
Why You Need to Look Into Estate Planning

Why You Need to Look Into Estate Planning

Having a proper estate plan or a legacy plan for your family is extremely important. While estate planning might not seem necessary, you never know what can happen. Estate planning is not only for the super-wealthy, as everyone can establish an estate plan for their...
What Are the 30 Essential Documents Needed for Estate Planning?

What Are the 30 Essential Documents Needed for Estate Planning?

We know that estate planning is a delicate process – it can be slightly uncomfortable for you, and it can be even more uncomfortable for your family members who aren’t ready for such a difficult conversation. Fortunately, you can make that conversation easier if you...
5 Estate Planning Must-Knows

5 Estate Planning Must-Knows

5 Estate Planning Must-KnowsThere is a lot of mystery and confusion that often surrounds estate planning. Sorting through all of the information available can leave people feeling overwhelmed and frustrated. A recent survey from Caring.com found that 78% of...