by Christine Fletcher, contributor at Forbes Magazine Demystifying the Estate Plan - What is an estate plan? Many people know it is something they need, but they aren’t quite sure what it actually is. If you are unclear about what your estate plan entails, don’t beat yourself up over it. There …
estate planning documents
Death Bed Estate Planning Fire Drill
Death Bed Estate Planning Fire Drill - When a client walks into your office and informs you they have only a very short time to live, time is short and your planning options are more limited. General Review of Client Situation The first thing to do is what you would normally do in your …
Top Three Estate Planning Requirements
Estate planning is a difficult topic for families to address, but it's a necessary one. If you don't prepare documentation, then assets, like houses, retirement plans and savings accounts, can end up in limbo for years. And after that, you'll need expensive legal assistance just to straighten …
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