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Category: Estate Planning

The Most Common Estate Planning Mistakes

The Most Common Estate Planning Mistakes Your estate plan will be a central part of the legacy that you leave to the world. A well thought out estate plan will allow you to pass your assets to named loved ones in an efficient manner and with minimal tax consequences. A poor estate plan, or a
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Estate Planning

Estate Planning 101: Common Documents

Estate Planning 101: Common Documents Introduction When you hear the phrase “estate plan” what comes to mind? Wealthy people? Your favorite “Trust Fund” friend? Funerals? If you answered “yes” to any of the above, congratulations! You are just like the rest of us. The truth is, Estate Planning isn’t and doesn’t have to be for
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