Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: Durable power of attorney Advance medical directives Will Letter of instruction Living trust The …
Estate Planning / Transferring My Wealth
Leaving a Legacy
You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be …
Understanding Probate
When you die, you leave behind your estate. Your estate consists of your assets–all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and …
Introduction to Estate Planning
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of …
