by Francine Ward | Aug 3, 2021 | Estate Plan, Estate Planning
Absolutely! And Here’s Why You Should Update Your Estate Plan.It’s not realistic to think that a document you created years ago is still valid, especially in light of your life changes and changes in the law. I’ll use the Brown family as an example of why you...
by Francine Ward | Jul 3, 2021 | Estate Plan, Estate Planning
6 Essential Documents Every Unmarried Couple Needs Having an estate plan is important for everyone, but it’s indispensable for unmarried partners. Suppose you’re in a committed, long-term relationship and become incapacitated or even pass away. In that case, most...
by Francine Ward | Jun 4, 2021 | Estate Planning
Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...
by Francine Ward | May 5, 2021 | Estate Planning
Estate planning Is essential for unmarried partners so they can provide important protections for a surviving partner and/or any minor children. Myth #1: When I die, my partner that I am not married to can continue living in our home. Fact: At your death, the only...
by Francine Ward | Nov 25, 2020 | Estate Plan, Estate Planning, Family Trust, Trust, Trusts, Will, Wills
Revocable Trust vs. Irrevocable Trust: A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell...
by Francine Ward | Nov 19, 2020 | Estate Plan, Estate Planning
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have...
