Estate Planning

How does probate work? Who is it available to? Are there any benefits? Click here to learn the answers to these questions and more!

A guardianship is a legal decision made by the court regarding who is allowed to make decisions for another person. The “guardian” is the person who is legally allowed to make decisions for the “protected person”. Guardianship may be necessary for young or old people, there is no age restriction. Follow the link below to learn more. https://www.guardianship.org/what-is-guardianship/

Power of attorney is an important part of a comprehensive estate plan. Unfortunately, it is too often overlooked. Learn more about the benefits of having a power of attorney in place. https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/

A Roth IRA can be more than a retirement savings account; it can be used to grow money that can be passed to your heirs tax-free. https://www.elderlawanswers.com/using-a-roth-ira-as-an-estate-planning-tool-18743

Everyone can benefit from having an estate plan in place. An attorney can ensure your loved ones and assets are protected. https://www.nerdwallet.com/article/investing/estate-planning

Planning carefully now ensures you will have a say in what happens to your financial assets once you’ve passed. 5 Estate Planning Tips To Look After Your Money