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Posts by Susan Sandys

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 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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Making Your Estate Plan: What to Prepare for and When

Estate Plan

Nobody likes to think about their eventual death. We have more interesting and pressing matters to think about. However, it is important for everyone, even the younger generations, to have a long term plan in place for when life decides to throw you a curveball. Here is a breakdown of where each generation should be…

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Why 2019 Should Be Your Year for Your Trust


The new year is almost upon us. If you are like millions of Americans, you are likely starting to plan your resolutions for the next year and considering how you can make your life, and your family members’ lives, better. In addition to eating better, hitting the gym, or planning and sticking to a budget,…

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What is Fair in Estate Planning for a Second Marriage?

estate planning

Nobody said that marriage was easy, especially not the second time around when one or more partner has children from a previous marriage. Often, people enter into a second marriage later in life, when they are more settled in their lives and when they have more assets to their name. Speaking with a qualified estate planning…

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Top 5 Life Events that Cause People to Create a Will

Life Events that Cause People to Create a Will

Newton’s First Law of Motion states that an object at rest will remain at rest and an object in motion will remain at motion unless acted upon by an outside force. I often think of estate planning in a similar vein – your estate plan will remain the same unless it’s acted on by an…

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Why a Living Will is so important

living will

A living will is the legal document document where you list your wishes for whether or not you want to pull the plug. It is one aspect of a proper estate plan, but it is very significant because it conveys your final wishes to your loved ones and medical providers. Having a living will encourages…

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Powers of Attorney for Generation Z

power of attorney

Generation Z is the term used to describe the most recent crop of young adults. They were born in 1995 or later. The oldest Gen Z-ers are out of college and are entering the working world as full time employees, while many in this age group are still in high school or younger. In comparison,…

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