People seem to fall into one of two categories when it comes to papers and records: (1) the hoarder, who keeps everything forever and (2) the minimalist, who throws everything away as soon as it is … [Read more...] about How to Handle Paperwork for Estate Planning
Health Care Documents Essential in Estate Plan
In this last of three posts about essential estate planning documents, we will look at critical documents related to health care and other legal documents that should be readily available to your … [Read more...] about Health Care Documents Essential in Estate Plan
Estate Planning Should Go Beyond the Basics
This is the second in a series of posts that will help to identify documents that should be part of your estate plan. Even the most basic estate plans should include much more than just a will. This … [Read more...] about Estate Planning Should Go Beyond the Basics
Comprehensive Estate Plan Crucial to Finding Assets
Ask one hundred people what documents should be included in an estate plan and you will likely get about that many different answers. Most answers will probably include documents like a will and … [Read more...] about Comprehensive Estate Plan Crucial to Finding Assets
Post-Mortem Estate Planning Addresses Important Issues
Most of the emphasis on estate planning is about having your affairs in order before you die. But if you survive your spouse or partner, your estate planning needs have changed. The protections that … [Read more...] about Post-Mortem Estate Planning Addresses Important Issues
