Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler ...
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...
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I’m an estate planner: 9 documents to have ready in case of your death
An financial planner explains the nine essential estate planning documents your family will need if the unthinkable happens.
Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...
The holidays are a time to reminisce, celebrate the many joys of the season, and spend time with your loved ones. If you are like me, you plan months in advance for the season. Lists are made and ...
Outdated estate plans don't just fail to reflect your wishes. They can create real problems: assets going to the wrong people ...
An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. Many, or all, of the products featured on this page are from our advertising ...
People often refresh what they can see: They repaint walls, replace old appliances, refinance mortgages. But the documents that quietly determine what happens in a crisis — or after death — are often ...
Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...
Research shows that many people procrastinate when it comes to establishing a last will and testament. Even if you don't have millions, you still need a thorough estate plan, said Beth Pinsker, a ...
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