Tag Archives | wills

Is My Will Enough?

This isn’t a post about willpower and accomplishing one’s goals. It’s about the essential estate planning document known as a will. Everyone should have these three key estate planning documents:

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Decanting a Trust

The Basics A trust is a legal relationship where someone (the grantor) arranges with another (the trustee) to hold property for the benefit of a third-party (the beneficiary). The grantor transfers a split ownership of property–legal ownership to the trustee and beneficial ownership to the beneficiary. The grantor names the beneficiary and trustee and establishes […]

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Medicare

Why You Need a Power of Attorney and Medical Directive

The following story, albeit a difficult one, highlights the importance of a medical directive and a durable power of attorney.  Without these documents in place, you and your family could face personal and financial disaster at the same time. It’s late at night and you’re waiting for your husband to arrive home from a business […]

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Why You Need a Will

Do you have a will? If not, you have plenty of company.  Recent studies show that 55% of adult Americans lack a will. However, there are compelling reasons to create a will soon. For starters, even though we are living longer, we cannot predict when we will move along. Also, without a will, some of […]

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