Choosing a guardian for minor children can be simple for some and a much more difficult process for others. I’ve see some people start the estate planning process but take months (or even years) to implement it because they couldn’t decide who to name as guardian for children. Here are some tips to help. Why […]
Tag Archives: estate planning
06
Oct
Oct
I spend a lot of time designing estate plans for people to avoid probate. What is probate and why do we want to avoid it? What is Probate? First of all, probate isn’t necessarily a dirty word. It’s exists to protect you in a way. Probate is the court supervised process to appoint an executor, […]
24
Aug
Aug
A power of attorney document is where you give someone else the authority to sign on your behalf – as if they were you. A power of attorney is an important part of your foundational estate planning documents. The purpose of a comprehensive estate plan is that you cover all your bases during your lifetime […]
03
Aug
Aug
The Estate Planning Documents Most People Need Do you need estate planning? The answer is yes, but what exactly does that mean? The key is to make sure your affairs are handled smoothly both while you’re alive AND after you pass away. Here’s the estate planning everyone needs. Regardless of your net worth, most people […]