Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Mar 11, 2024 | Estate Planning, Family, Newlyweds

In this article, we’ll look at why adding your partner to your will and estate plan is the ultimate act of love. Providing Care and Protection While a will, trust, and other estate planning documents are valuable, if they aren’t properly counseled, regularly...

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Dec 4, 2023 | Estate Planning, Insurance, Newlyweds

This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. 04 | A Living Trust With a trust, no court involvement is needed, and you can set parameters for how you want your assets distributed over a predetermined amount of...

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Nov 27, 2023 | Estate Planning, Insurance, Newlyweds

Here are 3 essential estate planning tools you need to put in place right now, with more to come. 01 | Updated Beneficiary Designations Some of your most valuable assets, such as life insurance policies, 401(k)s, and IRAs, don’t transfer via a will or trust. Instead,...

Just Married? 6 Estate Planning Essentials for Newlyweds – Part 2

Feb 27, 2023 | Estate Planning, Newlyweds

Two weeks ago, in part one, we discussed the first three of six essential items you need to address in your plan, and here we cover the final three. 4. Durable Financial Power of Attorney If you become incapacitated and haven’t legally named someone to handle your...

Just Married? 6 Estate Planning Essentials for Newlyweds – Part 1

Feb 12, 2023 | Estate Planning, Newlyweds

Once your marriage is official, your relationship becomes entirely different from both a legal and financial perspective. With this in mind, if you’ve recently said “I do” or have plans to do so in the near future, here are six essential items you need to address in...