Caregivers should make sure family’s estate plans are current

Jul 12 By: Stephen Waltar

Category: Beneficiaries, Caregivers, Estate Plan, Estate Planning, Finances, General, Incapacity Planning, Wills & Trusts

Most people think of estate planning as wills, trusts, and other documents that may be needed after death. But some of the most important documents are those that can be used during life. These can...

Joint checking account not best estate planning strategy

Jul 5 By: Stephen Waltar

Category: Beneficiaries, Distribution of assets, Divorce, Estate Plan, Estate Planning, Finances, General, Incapacity Planning, Probate

If you or someone you know has ever been through the tangled web of the probate process, you would probably do almost anything to avoid going through it again. While there are many estate planning...

Communicating about distribution of assets may prevent conflicts

Jul 2 By: Stephen Waltar

Category: Beneficiaries, Distribution of assets, Estate Plan, Estate Planning, Executor, Finances, General, Litigation, Probate, Wills & Trusts

When you start planning your estate, you will have to answer many questions about the distribution of assets after your death. There are many “technical” questions, such as will vs. trust, whom to name as...

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Posts Categorized: Finances

Caregivers should make sure family’s estate plans are current

Joint checking account not best estate planning strategy

Communicating about distribution of assets may prevent conflicts

Legacy Estate Planning, LLC