Estate planning attorney An estate planning attorney drafts all the critical documents needed in your estate plan, such as your will, trust, advanced medical directive and durable powers of attorney, and other legal documents. Working with an estate planning attorney can help your executor navigate ...
There are four estate planning documents that we think everyone should have to ensure their estate plan is in order. Learn more in this blog post.
One of the biggest and most important reasons to update your estate plan documents is also the simplest: because time has passed. Things change. People change. We change our minds, and we change our preferences. We buy things, we sell things, we acquire things. Don’t let the typical pas...
7. Plan to reassess Life changes. So should your estate plan. Revisit your estate plan when your circumstances change, for better or for worse. This may include a marriage or divorce, the birth of a child, the loss of a loved one, getting...
So make a list of everything—account numbers, where you store documents, a list of all your credit cards, and so on—and let your family know where and how to access that list. Choose your heirs. If you plan to pass your estate to a single beneficiary—a spouse, for example—the ...
MetLife’s Legal Plan is designed to help you save on legal fees.* Find out how 2. Incorporate advanced directives into your estate plan, as well as a will You might think an estate plan only requires a will, but there are other documents that help make sure your wishes are carried...
It can feel daunting when having to plan your estate. For practical advice specific to your situation,contact us** to uncover the True Potential of your estate. What is your estate? An estate is the collection of all assets belonging to an individual, including money, investments, property an...
Creating an estate plan takes approximately 4-6 weeks. However, if you have an upcoming trip or a medical procedure, we can work with you to speed up this process. We believe that it’s not the speed at which the documents are made that’s most important, but their accuracy and assurin...
You finally crossed “getting your estate plan done” off your list and breathed a huge sigh of relief. You conquered this challenge and have created documents to protect your assets and legacy for your loved ones. 653 Words 3 Pages
In addition to these six documents and designations, a well-laid estate plan also should consider the purchase of insurance products such aslong-term care insuranceto cover old age, a lifetime annuity to generate some level of income until death, and life insurance to pass money to beneficiari...