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Sue's Estate Planning News
How to 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…
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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…
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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…
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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…
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How to 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…
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Year-end Planning to Protect Your Family’s Future
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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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,…
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Making Your Estate Plan: What to Prepare for and When
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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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…
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What is Fair in Estate Planning for a Second Marriage?
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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Top 5 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…
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Why a Living Will is so important
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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