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...
As part of an estate plan, you can open a living trust while you’re alive, or create a testamentary trust through your will. Trusts come in many types, like revocable or irrevocable, and one of them may be right for you. Irrevocable trusts offer advantages related to financial planning...
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.
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...
This article will explain intestacy and why it’s crucial to have an estate plan if you want to direct how things will go. What Is an Estate Plan? An estate plan consists of several legal documents that prepare for what happens when you die or become incapacitated. Core estate pl...
Even if you don't have much money and don't own a home, you still need an estate plan. Through your estate planning documents, you can do far more than just leave things to your heirs. You can name a guardian for your children if something were to happen to you, appoint someone to...
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...
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...
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...