Let's examine each item on this checklist to make sure you haven't left any decisions to chance. 1. Wills and Trusts A will or a trust may sound complicated or expensive—something only rich people have. That is an incorrect assessment. A will or trust should be one of the main compon...
An Estate Planning Checklist Estate planninggoes well beyond drafting awill. Thorough planning means accounting for all of your assets and ensuring that they transfer as smoothly as possible to the people or entities you wish to receive them. You need a plan, and you must make sure that your ...
Tallgrass Estate Planning is a law firm focusing on estate planning, trusts, and asset protection solutions, and prioritizing education, hospitality, and inclusion.
Estate PlanningLearn the Estate Planning Basics Wills and Trusts Get your free copy of the Arizona Estate Planning Checklist What to expect your first appointment InsurancePlanning Ahead Long -Term-Care & Life Let us assist you with Medicare Thinking about estate planning, but not sure where to ...
What’s the Difference Between Estate Planning and Wills? Learn more article August 07, 2024 Estate Planning Checklist Learn more Ready to start your estate plan? Our financial advisors will help with your estate planning and show you how it fits into your bigger financial plan. It's easy to...
A complete estate plan not only takes into account your belongings and property but also your relatives and loved ones. By planning ahead, you can minimize future stress on those closest and help ensure your wishes are. In this checklist, we'll outline what you should consider whenestablishing...
pretty darn good eggs. Her team is wonderful and extremely helpful and I felt confident throughout my entire process of getting things done and marked off the checklist and now I feel so confident in knowing my business is in order and that I forever have an estate attorney and friend in ...
I cannot speak highly enough of Attorney Frank Longenecker. I have a unique experience with Frank as I have brought many of my own (small to medium business owner) clients to him for help in estate planning, wills, trusts, and more. In doing so, I have seen Frank work through many dif...
Frank Bruno Law offers premier legal services in areas such as family law, estate planning, elder law, probate, nursing home abuse, child custody, and wills.
It's important to understand the basic documents that make up an estate plan. This LawInfo article explains the basic estate planning documents.