Why Should You Have An Estate Plan?

People tend to procrastinate when it comes to estate plans because they think they don’t own enough, they’re not old enough, they’re busy, etc. There are a variety of reasons why people decide to have an estate plan, but the…

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When Should You Start An Estate Plan?

It’s never too late to start. Estate planning isn’t just for retired people. It’s something adults of all ages should consider. The best time to start planning is NOW. Your first step: take stock of all your assets. These include…

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What’s Included In An Estate Plan?

All of your assets: home, personal property (furniture, jewelry, and collectibles), investments (stocks, bonds), bank accounts (checking and savings), retirement plans (401B, 401K, Roth IRAs) and any interests in a family business or partnerships. Your assets may also include life…

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What’s Involved In Having An Estate Plan?

An estate plan is like a combustible engine: there are a lot of moving parts. At the heart of a solid estate plan should be health care and financial Powers of Attorney (“POA”). The health care POA allows your representative…

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