To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you the last days of Christmas. In case you missed the previous days you can find them here in part 1 and part 2. Day 9: Nine Ladies Dancing = Gracefully Transferring Your Real Property at Death Similar to […]
To continue our holiday series “Harmony of Legacy: A 12-Day Estate Planning Celebration,” we share with you four more days. In case you missed our first few verses, you can find them here. Day 5: Five Golden Rings = Jewelry and Prized Possessions On the fifth day of Christmas, our attention turns to our favorite […]
Day 1: A Partridge in a Pear Tree = The Foundation of Your Estate Plan Welcome to our “12 Days of Christmas” Estate Planning Series. On the first day, let’s start with the basics of how to protect your family tree—or those outside your family tree—with the solid foundation of an estate plan. Whether you […]
As individuals grow older, they are often inclined to add a child to their financial accounts to assist them with paying bills and managing assets. While this strategy is convenient, it can lead to financial abuse and can also derail estate plans. A joint account is a financial account with one or more owners, who […]
We are often asked, “What is an estate plan?” An estate plan can mean different things depending on your unique personal and financial situation. We structure your estate plan based on many things, such as whether you are single, married, or divorced; whom you want your estate to pass to upon your death; and the […]
