Category Archives: General
These estate planning mistakes can hold you back
When it comes to estate planning, there is no room for error. You need to do everything the right way at the right time. If you make any mistake, it could cause harm to you and/or your family at some point in the future. There are many estate planning mistakes that could get in… Read More »
What happens when there’s a claim against my home’s title?
When you buy a home and go through closing, there’s a sense of finality to the signing of all those documents. Once you’ve signed multiple copies of every form, initialed a bunch of pages and handed over the certified funds or wire receipt for your down payment, you own the home. The agent or… Read More »
Follow these estate planning tips in your 30s
Are you in your 30s? If so, it’s safe to say that your life is changing in many ways. Maybe you are settling into your career. And maybe you are bringing your first child into the world. While you have a lot going on, it’s important for you to turn your attention to estate… Read More »
Planning is key to helping prevent heirs contesting your will
When you plan your estate, you want to make sure that certain items go to particular people you love or even charities you support. The whole reason people invest in creating an estate plan or last will is to ensure that their wishes will get carried out after their passing. Unfortunately, your heirs may… Read More »
Plan for your special needs child after your death
Raising a special needs child is a challenge for many reasons. Not only do you have to deal with the day-to-day challenges, you also have to think about your child’s future. The future of a special needs child isn’t certain. The planning can really take its toll on you. One thing that you need… Read More »
Things to focus on when creating your first estate plan
Regardless of your age, when it comes time to create your first estate plan you will be dealing with many emotions. On one side of things, you’ll be glad that you are taking all the right steps toward putting this in the past once and for all. Conversely, it’s only natural to have questions… Read More »
Some signs that you may need to contest an executor in court
Handling someone’s estate is a difficult and often thankless job. The executor typically doesn’t get paid, beyond what inheritance was already granted in the will, and he or she will need to deal with a lot of stressors. Most people rise to the occasion and do their best to follow the last wishes of… Read More »
5 things to avoid when creating your estate plan
Everyone needs an estate plan, even people who don’t have a lot of assets. This is because the estate plan does much more than just naming who is going to get what assets. You can also set provisions for who will care for children and pets, as well as who is going to make… Read More »
Do you need a living will? Maybe
Planning for the future is something we have been doing since we were children. You planned to go to college, major in finance, eventually buy a house in Fort Meyers and a start a family. You even started planning for your (hopefully) early retirement. It is common for us to plan for the positive… Read More »
Don’t fall prey to these estate planning mistakes
There are a variety of estate planning mistakes that can get in your way. If you let one or more of these creep into your life, it can cause several problems over the long run. Here are some of the most common estate planning mistakes: — Neglecting to create an estate plan in the… Read More »
