1) What do I want to do with my property? Knowing what you own is the first step, then you should consider who should get your property. Do you want to treat your beneficiaries equally, or do you want to treat them differently, based on the gifts you have already made and the resources each …
Basic questions to ask yourself before getting your estate planning documents prepared Read More »
Once you have signed your estate planning documents, it is important to store them in a safe place. Many people keep their original estate planning documents at home in a secure place, like a fire safe or file cabinet. It is important to make sure to keep your secure place in a place that is …
Where is the best place to keep my signed original estate planning documents? Read More »
A will is testamentary document, meaning it is only effective after death. A will’s role in probate is to make your wishes known about how your assets (your “estate”) will be handled after your death. One of the most important things that your will should do is appoint who will be responsible for finalizing your …
