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Estate Planning

Medical Directives

Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Disability and Special Needs, Wills, Planning for Minors

Estate planning is making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

A simple trust or will, a durable power of attorney, and a medical power of attorney are important estate planning documents for young adults.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Retirement Accounts

Single people face unique estate planning issues that require advanced planning, time, and the help of an experienced professional.

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Categorized in:
Trusts, Medical Directives, Wills

An estate plan, properly executed, can protect you as well as your family in the event of sickness, accidents, or untimely death. This eight-point checklist can help determine whether your estate plan needs help.

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Categorized in:
Legacy, Charitable Giving, Medical Directives, Inheritance Planning

Estate planning creates many opportunities to pass along your faith and values as well as financial wealth and tangible assets to the next generation.

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Categorized in:
Trusts, Medical Directives

What is a living will vs a living trust? They are very different documents and do very different things. This article will help you understand the difference.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

The state laws that govern estate planning documents such as wills, trusts, medical directives, and powers of attorney are different in every state.

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Categorized in:
Medical Directives, Elder Law

Although you may never have to deal with the challenges that a diagnosis of dementia can bring, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions.

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Categorized in:
Medical Directives, Financial Powers of Attorney

Planning for incapacity involves creating a set of written instructions for how you want decisions related to your assets and healthcare handled should you not be able to make them yourself.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney

Estate planning issues for unmarried partners to consider for after death estate planning.

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Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Wills

Learn about some of the estate planning documents that all young adults (18+) should have.

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Categorized in:
Trusts, Medical Directives, Inheritance Planning, Lifetime Gifts, Wills, Planning for Minors

Ten major estate planning goals to accomplish before the end of the year.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Retirement Accounts, Wills

Learn about what changes to your estate plan should be completed and considered when planning for your divorce.

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