Estate Planning 101
Who knows what happens after you die? Not me! Unless, of course, the topic is estate planning and what happens to your finances after you die.
advance healthcare directive
Certificate of Trust: Estate Planning
When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trustâs existence before transferring assets into a trust or naming it as a beneficiary. However, they donât need to ⦠Continue reading â
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Estate Planning Checklist: 12 Things to Get in Order
It may not be a fun thing to think about or talk about, but itâs important to get your estate planning organized. Unfortunately, death doesnât just happen to other people. We should all get our affairs in order so that our loved ones can focus on grieving and moving on once we pass. Of course, […]
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FreeWill Review: Pros & Cons
FreeWill is an online estate planning tool that allows you to create or update a legally binding will in as little as 20 minutes. It offers products such as the ability to document funeral wishes, create a durable financial power … Continue reading →
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