by Brian Douglas | May 18, 2017 | Estate Planning
An estate plan includes much more than a will or trust. In fact, to be set up for success and to protect the interests of loved ones, an estate plan needs to include much more. It includes a financial power of attorney and healthcare directive (or living will) at...
by Brian Douglas | May 2, 2017 | Estate Planning
An estate plan includes several different documents: a will or trust, power of attorney, healthcare power of attorney or living will. However, a funeral plan should also be a part of that equation, whether through a separate declaration or within a will. Why Is It...
by Brian Douglas | Apr 23, 2017 | Uncategorized
It is very important to ask some questions from the person to whom you are going to select as your tax preparer. It is asked most of the time that who is a perfect tax preparer, but the fact is that only you who can find the perfect tax preparer for your taxes....
by Brian Douglas | Apr 19, 2017 | Estate Planning, Uncategorized
One of the toughest decisions parents can face when putting together an estate plan is deciding who would take care of their children if something should happen to either or both parents. No one really wants to think about the possibility of leaving their children...
by Brian Douglas | Apr 6, 2017 | Estate Planning
Your personal representative is the person you choose to essentially “close up” your estate. This position is synonymous with the term executor. He or she is the individual responsible for collecting all your assets, lining up all of your debts, and ensuring...
by Brian Douglas | Mar 16, 2017 | Uncategorized
Often individuals create a will several years before they pass away. The gap between selecting beneficiaries and death can often lead to complications when it comes to probating the will, because beneficiaries may have passed away themselves or life changes such as...
by Brian Douglas | Mar 9, 2017 | Estate Planning
With the baby boomer generation living longer, adult children are taking on more responsibility, including being asked to administer estates. However, for many adult children, this can seem overwhelming as well as confusing. Older parents require help with their wills...
by Brian Douglas | Feb 22, 2017 | Uncategorized
Sadly, the death of a loved one doesn’t always means that family members and beneficiaries will get along. Often, the opposite situation occurs – after the death of a parent, children have emotional reasons for disputing how the decedent’s Estate will be handled. A...
