Articles
“The Articles included in this website are for educational purposes only and are not to be considered legal advice.”
The 3 Biggest Downsides of DIY Estate Planning
With so many online options for creating your own will and estate planning documents, it’s tempting to go the DIY route. While this might seem quick and affordable, there are some major drawbacks to consider. Here are 3 big reasons to think twice before tackling your estate planning alone: Risk of Errors and Omissions Estate […]
Why 18 Is Too Young: Smarter Ways to Leave Your Kids Their Inheritance
Most parents know they want their children to inherit their estate someday. What they may not know is that, without an estate plan, their kids could inherit a big lump sum on their 18th birthday! Even parents of the most responsible children may not want this. The good news is you can put legal documents […]
Your Year-End Estate Planning Checklist
As 2024 winds down, now is the perfect time to reflect on your wishes and review your estate plan! Here is a quick checklist to help you start the new year with peace of mind. Update Beneficiaries Double check who you’ve named as the beneficiary on your life insurance and retirement accounts. Life events like […]
Holiday Checklist: Why Estate Planning Belongs at the Top
As you prepare for holiday travel, no doubt your to-do list is packed with tasks like booking flights and planning family activities. But one important item often overlooked is creating an estate plan. Now is the perfect time to make sure your legal and financial matters are in order before you leave. If something unexpected […]