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Estate Planning

Estate Planning Resources

Our experience has shown us that an up-to-date estate plan is an important part of a comprehensive financial plan.

This includes a living trust that identifies the executor of the estate, and the beneficiaries. There is usually a Schedule A for the trust that has a list of assets that should be updated regularly.

A Health Care Directive is often included, should you get to the stage that you can no longer make decisions about your medical care.

As you prepare to meet with your Estate Attorney, we can help you. For example, we can create a list of your financial accounts and provide a safe place to secure documents in your client portal. With your approval we can then give your Estate Attorney secure access to complete and store your estate plan.


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Preserve Your Wealth for Generations - Learn More About Estate Planning

<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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<p>A Living Trust Primer</p>

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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<p>Estate Management Checklist</p>

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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<p>Critical Estate Documents</p>

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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<p>Safeguard Your Digital Estate</p>

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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The Importance of Keeping Your Estate Plan Updated

The Importance of Keeping Your Estate Plan Updated

It is very important to regularly update your estate plan! We run into situations where there are serious issues with people’s estate plans.

Some issues can result in minor inconveniences. Others can create huge problems.

An estate plan that was carefully and thoughtfully created over time may have elements that are no longer appropriate.

Read our Blog to see some examples of issues that can occur in an estate plan over time that may need to be updated and corrected.

Read our blog post

We can help as you work with your Estate Attorney on your estate plan

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