If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Important Documents Checklist
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11 Important Documents You Should Keep in Your Safe
It's important to keep the documents you need to establish your identity, property ownership, and financial assets safe … which doesn't mean in your filing cabinet or stacked in a pile on your desk. While you may have digital copies of IDs and tax forms stored on your computer, you should also have ... READ the POST
Incapacity Planning – What is It, Who Needs It, and Why?
Your Guide to Better Incapacity Protection in Your Estate Plan There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the ... READ the POST
Quick Start Guide
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Estate Planning for Veterans
If you or your spouse served in the United States Military, there are several pension benefits that you may be eligible for. It is important to be aware of what these benefits are so that you can take full advantage of them when they become necessary. The first is called Veterans Pension. This ... READ the POST
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