Stay In The Loop
In this guest edition, Kylee dives into the specifics of “The Ultimate Gift”. Specifically the conversation focuses on why you should prepare your loved ones, the components of preparation, navigating the emotional terrain, and initiating and continuing the conversation,
Read MoreYou may hear the term “fiduciary” mentioned by your lawyer, financial advisor, bank, or friends/ family. Although some have a general concept of what the term means in the corporate or business context, many remain unaware of what the term encompasses and implies in the estate-planning world. Understanding the term and the depth of obligation it entails is an essential element to the estate-planning process.
Read MoreThe legal terms employed to designate how a testator wishes to distribute their his or her estate can be incredibly confusing. Most of the time, a will distributes an estate either (1) per stirpes, (2) by representation, or (3) per capita. Employing a designation in your will is important, as it eliminates the need to create new documents or update plans if a beneficiary passes away while you are still living.
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