May 4, 2015 |
Could Checklists Help Prevent Will Contests?
Although you won’t be around to witness it, a Will dispute can be extremely frustrating for your family members. To the extent that you can, ...
Learn MoreCould Checklists Help Prevent Will Contests?
Although you won’t be around to witness it, a Will dispute can be extremely frustrating for your family members. To the extent that you can, it’s a wise idea to set yourself up for success by limiting the opportunities for a Will contest to emerge.
Using a checklist is a good way to increase the chances that the Will considers all possible options and is developed with the end in mind. If these details are adhered to, there is a reduced chance that your Will could be contested down the road. Will contests tend drag out in court, causing unnecessary costs and increasing tension between family members. By taking care now, you stand to help your family members avoid this and be able to focus on grieving. 
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Blog
May 1, 2015 |
What Are the Key Benefits of a Revocable Trust?
When it comes to options for planning your estate, the revocable trust tends to be more flexible than other tools. You can change it over ...
Learn MoreApril 30, 2015 |
The Five Key Estate Planning Documents for the Single Individual
Think you don’t need estate planning because you’re not married or have no children? It’s a mistake to skip over this vital process, because every ...
Learn MoreApril 29, 2015 |
Estate Planning Guidelines for Homeowners
When you own a home, you open up the possibility for multiple heirs to argue over the property in the future. This could happen because ...
Learn MoreApril 28, 2015 |
Estate Planning Tips: Don’t Forget Incapacity
Most people are familiar with the idea of using estate planning as a way of determining what happens after they pass away, but there are ...
Learn MoreApril 27, 2015 |
New Study Identifies Four Possible Tools to Stave Off Mental Decline
With more than 47.5 million individuals affected by dementia worldwide and 7.7 million new cases annually, research is targeting ways to prevent or limit the ...
Learn MoreApril 24, 2015 |
Does My Loved One Need Long Term Care Insurance?
If you are concerned about a loved one growing older, such as a parent, long term care insurance can provide a lot of benefits in ...
Learn MoreApril 23, 2015 |
Retirement Misconceptions for the Business Owner Considering Succession Planning
How you think about your retirement has a big impact on the way you approach succession planning. There are two common misconceptions that business owners ...
Learn MoreApril 22, 2015 |
Three Steps For Estate Planning Review
It’s been said time and again that you should evaluate your documents and estate plans on an annual basis. Of course, this is good practice. ...
Learn MoreApril 21, 2015 |
How to Handle Collectibles in an Estate Plan
You may have personal and sentimental collectibles that you have cherished for a long time, but your family members may not feel the same way. ...
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