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Just Do It – Ending Estate Planning Procrastination

Just Do It – Ending Estate Planning Procrastination

There are many things in life we need to do but often struggle to complete.  It’s not that these things aren’t important – life just gets in the way sometimes.  One of the important tasks that we tend to put off is completing our estate plan. Reasons for procrastinating There are many reasons people delay…

Year-End Estate Planning Checklist

Year-End Estate Planning Checklist

With new year fast approaching, now is a good time to review your estate plan to make sure it still reflects your values and wishes. The following are important items to reflect on as you create your year-end estate plan to-do list: Make sure the funding of your revocable trust is complete. This re-titling work…

When is Probate Necessary?

When is Probate Necessary?

The loss of a loved one is one of the most difficult things to go through in life. After the grief subsides, deciding if the person’s estate must be probated is confusing, time consuming and expensive. Avoiding probate will move the estate distribution much faster to the heirs, so many often wonder if probate is…

Where Do I Store My Legal Documents?

Where Do I Store My Legal Documents?

When thinking about where to store your important legal documents, a lot of people’s first thoughts are, “I’ll put them in my safe deposit box!” Though that is a good place to safely store some items, safe deposit boxes are not usually a good place for your legal documents. Safe deposit boxes are only accessible…

It’s That Time of Year – Medicare Open Enrollment

It’s That Time of Year – Medicare Open Enrollment

Whether you are new to Medicare or have received benefits before, it is important to understand and take advantage of the Open Enrollment period to make changes for your 2022 coverage. If you are already enrolled in Original Medicare, a Medicare Advantage Plan or Medicare Part D and do not want to make any changes…

Your Vacation Home is a Treasured Heirloom

Your Vacation Home is a Treasured Heirloom

Vacation homes can mean many different things:  the center of cherished family memories; a reliable vacation spot; an investment for now and in the future.  Passing your beloved vacation property to future generations takes careful planning.  Not surprising, there is no one-size-fits-all planning option to ensure that this treasured real estate is protected from challenges…

7 Reasons to Update Your Estate Plan

7 Reasons to Update Your Estate Plan

We sometimes view estate planning as a one and done proposition.  Keep in mind, our lives change and so must our plans. If it has been several years or more since you have signed your estate planning documents, then it is possible that the plan won’t achieve your goals.  Periodically reviewing your plan with an…

Should I Disinherit My Child?

Should I Disinherit My Child?

In most families, parents choose to leave their estate equally to their children. But sometimes, parents intentionally choose to disinherit a child and cut them out of their estate completely. You may have, what you believe to be legitimate reason to do this: one child is more financially successful than the others; not wanting a…

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