planning

How To Prepare Your Documents During A Pandemic

By |2020-07-16T11:01:09-04:00July 16th, 2020|Categories: Legal|Tags: , , , , , , , , , , |

During this unprecedented time, it’s normal for people to worry about protecting their loved ones and assets. The coronavirus pandemic is unlike anything we’ve ever seen before, and even the healthiest of people can be affected. We haven’t seen the last or the worst of this illness, and while it’s never pleasant to think about the worst-case scenario, it’s vital to ensure your affairs and assets are up-to-date and in order.  1. Trusts and Wills A will

Estate Planning Today: Is a Will or a Trust the Best Option for Me?

By |2020-05-05T14:53:31-04:00May 5th, 2020|Categories: Legal|Tags: , , , , , , |

In a today’s constantly growing world, people are striving to obtain more and more assets either through acquiring real estate, creating new businesses, or investing in the stock market. All of these are great ways to grow your financial portfolio, but have you considered who gets these assets after you pass away? Have you considered what would happen to your profound wealth and who would get rights to it should you pass away? Well, there

Common Estate Planning Mistakes to Avoid

By |2020-03-25T11:59:50-04:00March 25th, 2020|Categories: Legal|Tags: , , , , , |

An estate plan should be an official, fool-proof way to ensure your family and loved ones are taken care of when you pass. However, a poorly executed plan or no estate plan at all can lead to loved ones being left out of inheritances, having to pay large taxes, or struggling with unnecessary and unexpected legal battles. Here are ten common mistakes to avoid when you’re planning for the inevitable. 1. Not hiring an experienced

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