by Brian Douglas | Jul 17, 2019 | Estate Planning
Whatever your initial reaction to pet estate planning, we know that you adore your pet. In fact, statistics show that you feel even more strongly than that. In a recent poll, 9 out of 10 people said that their pet was considered a member of the family. But, have you...
by Brian Douglas | Jul 9, 2019 | Estate Planning
For many, your IRA is the largest asset in your estate. Yes, even larger than your home or your investments. Why? Because you worked hard to save for retirement. You have dutifully contributed to your IRA over the years knowing that, not only is your IRA your safety...
by Brian Douglas | Jul 1, 2019 | Estate Planning, Probate
Estate plans involve a number of different types of assets, including real estate, personal property, and retirement assets. Each asset is handled in a different manner, depending on whether the property owner has a last will and testament or a revocable living...
by Brian Douglas | Jun 17, 2019 | Estate Planning
Everyone, regardless of age, status, material wealth, education, or notoriety, will leave a legacy behind. Even if we never think about our legacy, never take any actions to prepare for after our passing, each of us will still pass and leave our imprint on the world....
by Brian Douglas | Jun 1, 2019 | Estate Planning
Estate planning is not only a method to protect the financial assets of the protected party. In fact, finances are only a part of a comprehensive estate plan. Medical planning and decisions should be made and kept in mind when making an estate plan. Once these...
by Brian Douglas | May 27, 2019 | Estate Planning
We often talk about estate planning as a gift to our loved ones. By creating a plan in advance, we help our friends and family members manage the stressful and painful time just after our passing when they need to step up to get our “affairs in order.” We talk about...
