Category Archives for Estate Planning

How to Give a Power Of Appointment

We explored what a Power of Appointment is in Estate Planning Weekly Episode 26.

This post is all about how to give a Power of Appointment to your beneficiaries.

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The Simple Will

One of the most common statements I hear is "I only need a simple Will."

Here is why I don't do Simple Wills and why they are not your best option for an estate plan.

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How To Update Your Estate Plan

Estate Plans are made up from many documents...each of those documents has a different requirement for being updated.

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3 Ways Not To Leave Your Assets

Sometimes the way that assets are left to people can cause unintended consequences.

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Is Estate Planning Urgent?

We all know that Estate Planning is important...but is it urgent to get it done? Well, Estate Planning isn't urgent until it is.

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