5 Reasons to Embrace the Emotional Nature of Estate Planning

Family Portrait At ChristmasWhen you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone.


How to Build Freedom From Court Interference Into Your Estate Plan

119ba0ed-3328-4efc-b6cc-540d61ce039f-thumbnailIt’s clear why you might want to avoid court involvement in your estate for financial reasons, knowing that probate can quickly get costly and time consuming for those involved. But there is an emotional component to it as well. Your assets are just that: yours. And the idea of them being discussed and deliberated on in a public forum might not be such an appealing one. (more…)

Do It Now: Name a Guardian for Your Minor Child(ren)

Children Holding Hands on School PlaygroundWe know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your child’s guardian could be a relative you despise or even a stranger you’ve never met. (more…)

How to Choose a Trustee

1dc5774c-1394-4671-af6f-c58a4f1d001e-thumbnailWhen you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and in good order. (more…)