Estate Planning

What Is Estate Planning? It is important to realize, Estate Planning is much more than a set of legal documents. Estate Planning centers on taking time to make decisions for you and your family, while you still can. While most people understand that Estate Planning is important, it often takes a backseat to life’s everyday demands. There are countless causes for this delay, but, in my experience, the primary reason why most people neglect their Estate Planning needs is because

So, You’ve Made The Decision to Tackle Your Estate Planning – Now What? The following checklist addresses taking the first steps in your Estate Planning journey. 1) Figure Out What You Want. It’s crucial to take time to identify what your Estate Planning goals are. Is your main goal to make sure your family is provided for after you pass? Do you want to donate a portion of your estate to your favorite charity? Perhaps, you want to establish a