When working out the details of your comprehensive estate plan, you may be looking into which instruments are the best fit to help you reach your goals and set your family up for success after your passing. Trusts and wills are two documents you will…
Nearly half of all Americans don’t have an estate plan that fully encompasses all of their assets and beneficiaries, according to a 2020 Gallup poll. Even people who have an estate plan rarely update it at critical times in their lives. It’s essential to keep…
Do you have a clear and well-thought-out estate plan in place? If not, you’re not alone. According to AARP, only about four out of every ten adults have a living trust or will. This leaves nearly 80% of millennials without a will and over 60%…
Writing your will is not a one-and-done task. A lot can change over the years, and these changes can be significant enough to reconsider your last wishes. Your Last Will and Testament should reflect your current desires for advanced healthcare directives, beneficiaries, powers of attorney,…
