Resources
Estate Planning Essentials for Married Couples
From unlimited lifetime gifting, to passing large sums of money upon the death of the first spouse, married couples enjoy a number of benefits that unmarried individuals do not. But, it’s impossible to utilize those mechanisms without some planning.Whether you’ve been married one year or 20, these are the minimum estate planning documents that a married couple should have.
Estate Planning Must Haves for Every Adult
Whether you're single or in a committed relationship, having an estate plan in place before marriage is a great idea for every adult. While married couples enjoy some tremendous estate planning benefits, single individuals are not afforded some of the same luxuries.Estate planning laws are built around presumptions about what the typical member of society would like to happen to his or her worldly possessions if he passes away and general assumptions about who the average person would wish to make important decisions on his behalf if he is unable to do so himself. Often times, those presumptions vary greatly from what you may or may not want.
That's why it's important for every adult to have, at minimum, a simply estate plan in place.
Get Your Free Estate Information Organizer
Estate Planning isn't just about drafting wills and trusts. It's about ensuring that you create organization for your loved ones while you are living and of sound mind so that, upon your incapacity or death, they can easily manage your affairs without stress or hassle.
We've developed a simple estate planning organizer that gives you a way to make sure your loved ones know exactly who to contact and which items need attention in the event you are no longer able to act on your own accord.
Get you Free 'Guide to Estate Planning'
Estate Planning can seem intimidating, but it doesn't have to be! Understanding exactly what's involved can help you approach it confidently and develop the right questions to ask your estate planning attorney.
Download our free guide to Estate Planning 101, which contains some important information on all of the essential estate planning documents and terminology as well as answers to some of the most frequently asked estate planning questions. It's free, so get yours today!
Red Flags that signal it's time to give your business a legal audit
While estate planning contemplates the future and tries to accommodate the possibility of major life events changing a plan, it is important to review your estate plan with your attorney regularly to ensure that it still reflects your wishes and is consistent with current laws.Specifically, it is strongly recommended that you review your plan with your attorney upon the occurrence of any of these key life events life events...