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I’m not married and I don’t have any children - do I still need an estate plan? The answer is always YES! If you have any assets at all you need an estate plan.
When you make a mistake with your estate plan, it can be irreversible. If the mistake you made isn’t realized until after you or your loved one passes, it could create a nightmare for the survivors.
Most if not all people should have and can benefit from a comprehensive estate plan. In this article, we will cover some of the common reasons to make sure you have an estate plan in place.
Being named the executor of a will is a big responsibility. It can be overwhelming and confusing at times, especially when that person is also dealing with the grief of losing a loved one.
No one really wants to think about what it will be like when their loved one passes away. It is hard enough for people to take the step to plan for such an event—let alone really understand the steps they will have to take when that time comes.
We have had several clients through the years who express interest in donating to a charity when they pass. While there are many ways to go about this, using a charitable remainder trust (CRT) can provide benefits to the donor during one’s life as well as accomplish a person’s final wishes.