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Estate Planning

3 fundamental areas to cover in your estate plan

You might know you should make an estate plan, but that does not mean you will. Many people never get around to it. In part because they do not know where to start. Here are the three main areas to think about: What happens if you get seriously ill? You need to have...

3 ways to fund a living trust

If you are considering creating a living trust, then you also need to understand how to move your assets into it. The technical term is funding the trust. There are three principal options available to cover the different types of assets you might have. You can make...

4 roles you need to fill in your estate plan

The primary thing you might think of when you mention estate planning is the transfer of assets. Yet that is only part of it. Another crucial object of estate planning is to put a team of people in place in case several situations occur. Here are four crucial roles to...

3 solutions for your home in your estate plan

Many people spend a lifetime investing in their homes, making real estate their most valuable asset. You want to use that value for something meaningful when you die, but you are not sure of the best way to achieve that goal. There are numerous possible approaches to...

Important estate planning ideas for a new parent

It’s hard to think about death when you’ve just brought new life into your home, but it’s important to make sure that your new baby’s future is protected.  While no one wants to imagine their child growing up without them, you want to be certain that they will be...

Making sure that your will is valid 

A final will is a crucial part of any estate plan. This document can ensure that your assets are inherited by the people who you want to benefit from them.  When drafting a will, there are a few crucial components to consider. If the following factors are not included...