The Ethical Will: Sharing Life Lessons with Your Family

As we near the end of our lives, we sometimes reflect on the lessons we’ve learned. Memories bring smiles to our lips – and tears to our eyes. Even if you’ve already told your family the story of your life, you might want to consider writing an ethical will. Why? An ethical will, or legacy letter, is a written expression for your family to cherish after you’re gone. Little things that families may have forgotten or Read More

The No-Beneficiary Estate

Estates come in all sizes, both in the value of the estate assets and the number of people involved. Some people write Wills that name an executor and several beneficiaries. Some don’t. In fact, only about 44% of Americans have written a Will. But whether a Will exists, estate assets not disposed of in any other way must still be transferred to someone through a process known as “probate.” A person is referred to as Read More

3 Reasons to Review Your Estate Planning Now

We do certain things on a routine basis: change the oil in the car, get an annual physical, and perform seasonal maintenance on our homes or boats. Our estate planning documents need an occasional peek under the hood also. In fact, there are three good reasons to review your estate planning documents right now. Change in Family Structure Families change. A new child or grandchild may be covered by provisions in Read More