Archive for January 2021
How to Protect Your Children’s Inheritance
Estate planning for the future inheritance of your children and grandchildren should include protective measures to keep assets from disappearing or being claimed by a creditor. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing probate. This allows specific trust provisions to ensure the money left…
Read MoreThe Value of a Letter of Instruction for Your Estate Plan
Whether you are starting from scratch or have an estate plan in place, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you. A LOI conveys your desires, includes practical information about where to find various items referenced…
Read MoreA Step-by-Step Guide to Leaving Your Loved Ones Prepared
Contemplating our own death is one of the hardest challenges we will ever have to face when leaving our loved ones. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we still can. Most of us want to die at home, in a familiar…
Read MoreWhat 5 Documents You Should Include in Your Estate Plan
An estate plan is important for people of all ages, but as we age, the need for planning becomes even more critical. Many people avoid estate planning because they do not want to think about the end of life, failing health, or disability. Others believe that an estate plan is only for rich people. However,…
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