Pursuing Peace Of Mind For You And Your Family

Estate Planning

Common estate planning mistakes to avoid

Estate planning can be a burdensome task that you might rather avoid, but it is an essential part of preparing for the end of your life. Your will or trust ensures that your loved ones have everything they need after you pass. As you prepare your estate documents,...

Why should executors have good communication with heirs?

If a parent has asked you to serve as the executor for your parent’s estate, you should know that you will have to communicate with estate beneficiaries concerning the estate. A failure to keep heirs in the loop could cause them to suspect you are mishandling their...

How do you create an estate plan that succeeds?

When you decide to create an estate plan, it is important to create one with success in mind. You can do this by recognizing and knowing how to avoid some of the biggest mistakes others make when creating their own estate plans. You must first take basic steps to...

What should go into an estate plan?

Preparing an estate plan may feel daunting. However, without a clear plan for what happens after you die, your family may face financial hardships. A comprehensive estate plan contains documents that may help you when you are at your most vulnerable. To protect...

How should you review your estate plan?

When working on your estate plan review, it is easy to feel overwhelmed. After all, your estate plan took years to create and refine. Many people also mistakenly believe that they must do a full review every time.  But this is not the case. If you are just doing a...