Estate & Wills

In most cases, from the most sophisticated established business-people with the highest net worth to those just starting in the workforce and growing young families, you very likely do not know how to evaluate estimates when shopping for an estate plan.

When it comes to estate planning, you may automatically think about taking legal steps to ensure the right people inherit your belongings when you’re gone. Although that thought is not wrong, it does leave out a very important aspect, and that is planning for life. Planning for life is perhaps the most critical part of estate planning.

A Will is usually the first thing that comes to mind when thinking about estate planning. In fact, many people who contact me tell me they “don’t need anything complicated - just a Will.”  Wills are important, but relying on only a Will is risky and actually forces your family into court, may result in your assets not reaching your intendeds, and does nothing for incapacity protection.

How is your health linked with estate planning? Your health plays a significant role in shaping your preparations for the future in general, and how you structure your estate plan in particular.

When that extra bit of money from your tax refund lands in your bank account, it’s easy to start dreaming about all the ways you can use it. Financial experts may tell you that it’s a chance to pay off debts, tuck away savings for an emergency, or add to your retirement savings. You, on the other hand, may want to splurge on something special. However, there’s an often-overlooked option that not only provides immediate satisfaction but ensures long-term benefits for both you and your loved ones: Estate Planning.

In these digital days, more than ever before, there are strict financial institutional privacy regulations and physician privacy and confidentiality laws in place to protect a person and their belongings.  While on one hand, we want the protections these laws and regulations provide, on the other hand, it makes it nearly impossible to step in for a loved one who needs assistance to manage their financial and medical affairs without the right legal documentation.