Tag Archives: include

The Most Important Estate Planning Document

What is the most important estate planning document? Answer:  The one estate planning document that everyone 18 and older should have is an Advance Health-Care Directive.  It is not the sexiest tool in the estate planning toolbox, but can head off family strife, heartache, and needless attorney’s fees in ways that no other document can. Continue reading

Who Will Receive Your Property??

Great review of basic considerations before finalizing your estate plan.

“Who should receive my property?” asked Helen to her attorney, Clara. “There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself. Should I give property to the children outright or in trust? Is there a best age for them to receive the property? And what if one of them were to pass away before I do? The grandchildren are still too young to manage property. I also have made a loan to one of the children. Should I forgive that loan? And what about my dog Rover? Who will take care of Rover?” Continue reading