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Posts by Susan Sandys

How to Leave a Legacy

Leave a Legacy

At some point in everyone’s life, we begin to understand that our time on earth is limited. Whether it’s the birth of a child, or the death of a parent or loved one, we start to think about leaving a legacy for our children and grandchildren after we’re gone. Related article: Top 5 Life Events…

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Common Errors in a DIY Will

Errors in a DIY Will

Understandably, many people look to cut costs by completing do it yourself legal documents, including wills. Unfortunately, online services do not measure up when compared to working with a professional estate planning lawyer. With some DIY legal documents, if you make a mistake, there may be opportunities to fix any errors. With a last will…

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How to Get a Power of Attorney

Get a Power of Attorney

Powers of attorney are important legal documents that serve as an essential part of estate plans. Unlike a revocable living trust or last will and testament where you provide for your family members after you pass, your power of attorney forms let your family care for you after you are mentally unable to make decisions.…

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Reasons to Have a Will

Reasons to Have a Will

After a loved one passes, it can be an emotional time for the rest of their family members. Putting together an estate plan that includes your last will is an excellent way to ensure that your affairs are in order and that a significant amount of stress is lifted from your family’s shoulders. Here are…

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Valid Will Requirements

Valid Will Requirements

At some point in all of our lives, we hit a milestone where we realize how important it is to create an estate plan. Whether it is getting married, divorced, or the birth of a child or grandchild, we realize that we want to ensure our belongings and assets are protected and ready for the…

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Changing a Will

Changing a Will

One of the things I love about estate planning is that it is a flexible, living process. Rather than being set in stone, documents in an estate plan can – and should – be revised periodically as your life changes. There are two ways you can change a will. Related article: Making Your Estate Plan:…

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How to Set up a Living Trust

Set up a Living Trust

A living trust is one legal document in your estate plan. It is a document that allows you to pass your assets to others after you pass. Setting up a living trust offers many benefits to your family, including: Providing for your minor children if something happens to you, Setting aside money for your grandchildren’s…

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Benefits of a Living Trust

Benefits of a Living Trust

A revocable living trust is one part of an estate plan. This is a legal document that allows you to pass your assets to your family after you pass away. There are many benefits to creating a revocable living trust. What Goes into a Living Trust? When you create a living trust, you can include…

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Year-end Planning to Protect Your Family’s Future

Year-end Planning

As the year draws to an end, it may be a good idea to take a look at your long term estate plan and make any necessary updates or changes to your plans. Review 2018’s Major Life Events Did this past year bring any major life changes to your family? Maybe you welcomed a new…

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Avoiding Probate: What you can do in the last days of your life

Probate

Probate refers to the court proceedings that occur after you die, when the assets you owned are transferred to the people who inherit them. If you have a last will and testament, the document will give instructions to the court on how your assets will be distributed. If you die without a will, the court…

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