by Francine Ward | Jan 30, 2023 | 31 Days to Estate Planning Success, Estate Planning
Probate Process Probate process basic steps. When someone passes away, their estate is generally required to go through probate unless there was a valid trust in place. It is a lengthy and often expensive process. Expensive not just in terms of the financial cost, but...
by Francine Ward | Jan 28, 2023 | 31 Days to Estate Planning Success, Estate Planning
Reasons for having an insurance policy. Do you have life insurance? If not, have you considered purchasing some? Life insurance is one of the most important components of an estate plan. There are a number of reasons why you might consider incorporating life insurance...
by Francine Ward | Jan 22, 2023 | 31 Days to Estate Planning Success, Estate Planning
Do you own Cryptocurrency? Crypto and Estate Plan. Do you own cryptocurrency? If so, you may be wondering with all of the controversy if it is still a good investment. The answer is probably, but no one knows for sure. Some experts say the long-term cryptocurrency...
by Francine Ward | Jan 13, 2023 | 31 Days to Estate Planning Success, Estate Planning
What is a Deed and Why is it Important It is a legal instrument that transfers real property from one person or entity to another. The person who transfers the property is the grantor. The recipient of the real property is the grantee. Sometimes, the property is...
by Francine Ward | Jan 12, 2023 | 31 Days to Estate Planning Success, Estate Planning
A power of attorney for finance is essential to a comprehensive estate plan. So, what is it, and why is it important? As with the agent for healthcare, the trustee, and the executor, the agent under a power of attorney acts as a fiduciary. This is someone authorized...
