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Six Major Assets to Include in an Estate Plan

February 20, 2020 Posted In Asset Protection,Estate Planning

What Assets Should Be Included in an Estate Plan? The first thing that may need to be done is to take inventory of your major assets. Understanding what these are can be important to appropriately preserve them for the future and your beneficiaries. For most people, the major assets to include in estate plans are:…

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Planning for Your Baby’s Future in Estate Planning

June 12, 2018 Posted In Asset Protection,Estate Planning,Powers of Attorney,Trusts,Wills

In all the chaos of buying new clothes, constantly changing diapers and seemingly sleepless nights for months on end, you may not be thinking of establishing an estate plan. As a new parent the last thing on your radar is probably creating a will or planning your estate. But, if you don’t already have an…

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Estate Planning Tools for Your Baby’s College

November 21, 2017 Posted In Estate Planning,Estate Taxes,Guardianships & Conservatorships,Powers of Attorney,Trusts

Remember when your baby was just an infant and you thought he/or she would break like dropped china or porcelain? And then you saw them run right into a glass door and bounce off like a rubber ball and bounce back for more. It was probably back then that you first gave some forethought into…

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