We often get asked this question: “wouldn’t this just be an easier way to avoid probate?” The reality is that is, of course, an option. However, there are many pitfalls (we detail 7 here) with that approach that get overlooked or are unknown. Watch this video to get the information you need before making such […]
Archives for April 2019
What’s Your Emergency Plan? Why It’s Critical to Have One
One of the common things to do when it comes to estate planning is to only focus on what happens when you die and ignore planning for the possibility of a medical emergency where you may not die but are temporarily or permanently incapacitated. Think accident, head injury, stroke, sudden cardiac arrest, early onset […]
Why I Feel Good About My Hospital Visit and the Importance of Emergency Planning
One of the common things to do when it comes to estate planning is to only focus on what happens when you die and ignore planning for the possibility of a medical emergency where you may not die but are temporarily or permanently incapacitated. Think accident, head injury, stroke, sudden cardiac arrest, early onset of […]
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. That’s especially the case when you are so focused on loving and caring for your new bundle of joy. The other reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to […]