The last thing you want to do as an estate planner is to create your will and estate plan, then file it away and never look at it again. You should review your estate planning papers at least every five years, and preferably on an annual basis. Changes to your family...
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What do surviving spouses receive when no will is on file?
When a loved one dies without a will, the decisions pertaining to estate distribution will be left up to state intestacy laws to determine. Since most state's intestacy laws track the 1990 Uniform Probate Code, let's start there to determine what a surviving spouse...
Considerations for your special needs trust
Are you and your family considering a trust for your special needs child? There are numerous trust planning options and financial planning solutions available to assist families with special needs kids. The more you learn about this topic, the better off you and your...
What’s a durable power of attorney?
If you suffer a serious health event or accident and become incapacitated, the world doesn't stop turning. You'll still have bills to pay and you'll still need to manage your investment accounts. A durable power of attorney is a way for you to make sure that someone...
