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Valid Will Requirements

Valid Will Requirements

By Susan Sandys | January 30, 2019

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…

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Changing a Will

Changing a Will

By Susan Sandys | January 23, 2019

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…

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Set up a Living Trust

How to Set up a Living Trust

By Susan Sandys | January 15, 2019

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…

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Benefits of a Living Trust

Benefits of a Living Trust

By Susan Sandys | January 7, 2019

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…

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Year-end Planning

Year-end Planning to Protect Your Family’s Future

By Susan Sandys | November 15, 2018

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…

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Probate

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

By Susan Sandys | November 15, 2018

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,…

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Estate Plan

Making Your Estate Plan: What to Prepare for and When

By Susan Sandys | November 15, 2018

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…

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trust

Why 2019 Should Be Your Year for Your Trust

By Susan Sandys | November 8, 2018

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…

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estate planning

What is Fair in Estate Planning for a Second Marriage?

By Susan Sandys | October 25, 2018

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…

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Life Events that Cause People to Create a Will

Top 5 Life Events that Cause People to Create a Will

By Susan Sandys | October 12, 2018

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…

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living will

Why a Living Will is so important

By Susan Sandys | October 11, 2018

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,…

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power of attorney

Powers of Attorney for Generation Z

By Susan Sandys | October 5, 2018

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…

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