should you become incapacitated

How Planning for Being Incapacitated Will Strengthen Your Whole Family & Estate Plan

When you think about it, planning your estate is not about dying. It’s about managing and protecting your assets, and who gets to control them, while you are living. If you become incapacitated, having an incapacity plan in with your overall estate plan ensures that your best interests are clear. It also ensures your family is…

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What Legal Documents Do I Need for my Estate Plan?

What Legal Documents Do I Need for my Estate Plan?

When setting up an estate plan, you may find yourself needing to find a lot of different documents. If you are using an estate planning attorney, you might find yourself asking, “What legal documents do I need?”  And more to the point, “what do I need to prepare these documents?” To help you, we have…

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Break Down Estate Planning By Using These Worksheets

Break Down Estate Planning By Using These Worksheets

Estate planning is not something you are probably thinking about… especially if you are decades out from retirement.  It is one of those things we all know we should do but don’t think about until we are much older.  Sometimes, sadly, we do not think about it until it is too late. However, regardless of…

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