11May, 2022

Can An Estate Plan Protect Your Children from Previous Marriage?

May 11th, 2022|Estate Planning|

how to protect your children with estate planning from previous marriageRemarriage is an impactful decision for your new and old family. If you are divorced or widowed, marrying again is an opportunity to start fresh. It is also an opportunity to address your wealth, your assets, and your plan to provide for your children. Whether this is your second or fourth marriage, the family dynamic is […]

10Jan, 2022

What You Should Know About Conditional Gifts in Estate Planning

January 10th, 2022|Estate Planning|

Conditional gifts in estate planning.When creating your estate plan, one of the most significant decisions is choosing who receives your assets and property. Not only do you select the beneficiaries, but you can go a step further and require that the beneficiary meet certain conditions. This is known as conditional gifting.

Conditional gifts in estate planning allow the testator (the person creating the will) to still exercise some […]

22Nov, 2021

Single Mothers: Guide to Financial Planning

November 22nd, 2021|Estate Planning|

Smiling single young mum embracing little daughter.As a single mother, your top priority is providing for your kids and yourself. All the pressure is on you to ensure the physical and financial well-being of your child.

It is so important to have your daily finances in order, but this is just half of financial planning. What about planning for the future? Are your assets protected? What would happen […]

10Oct, 2021

Is It a Good Idea to Make a Power of Attorney Online?

October 10th, 2021|Estate Planning|

estate planning conceptA power of attorney document is one of the more important documents in anyone’s estate plan. Essentially, a power of attorney gives another person the right to make incredibly important legal, financial, and healthcare decisions on your behalf while you are alive. At the same time, the laws governing powers of attorney are quite complex. As a result, if you develop the need for a […]

10Aug, 2021

5 Things to Know Before Making Your Will

August 10th, 2021|Estate Planning|

Filling out a last will and testament form.While you might be hesitant to talk about your estate plan and end-of-life decisions, doing so is nevertheless advisable. For many people, a last will and testament is a great place to begin.

Making a will is an important part of the estate planning process. Unfortunately, however, many people don’t start thinking about creating their will until it is too late.

Don’t […]