Estate Plan As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of …
Estate Planning
To Trustee or Not to Trustee
Boy, oh boy, the roles and responsibilities of a trustee are extensive. It is not the type of job you want to go into with blinders on. This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. In addition, if you …
The Ins and Outs of Probate Court
Insights into probate court The Ins and Outs of Probate Court, which could become a part of your heir(s) future whether you have a trust, a will, or something else – and provide tips to support your heirs. Probate involves the court-managed distribution of assets. In some cases, there are things you can do to …
We Need to Talk…
Those words can strike fright, or at least trepidation, into many of us. In this case, we mean talking about family values and our wishes as we get older, and eventually pass. Having family or one on one conversations about the future is an important, but often overlooked, part of financial and estate planning. To …
Episode 8: How will you pay for assisted living?
The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …
Episode 4: Estate Planning Basics Everyone Should Know
Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money to be distributed according to your wishes. Listen to Jill’s podcast with Attorney Heidi McAra for more information. Our podcasts will cover topics that …
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Why You Shouldn’t Name a Minor Child as Your Beneficiary
Continuing with September as National Life Insurance Awareness month… One of the main reasons people have life insurance is because they have young kids. Often, people think that they should name their spouse as the primary beneficiary and then the kids as contingents (if something happens to both parents). This blog talks about why this …
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