Trusts – American Wills & Estates

Do-It-Yourself Estate Planning is a Very Bad Idea

FastWebEngine — Tue, 03 Oct 2017 19:32:15 +0000

In the day and age of Google and the world seemingly being at our fingertips, I’m seeing more and people take on tasks that they are eminently unqualified to take on. Remember, you’re not a car mechanic merely because you watched an engine repair video online. This same concept holds true when it comes to putting […]

Source

Getting Started in the Role of Executor

FastWebEngine — Wed, 28 Sep 2016 18:13:27 +0000

So You’ve Been Named as the Executor, Now What? Serving as an Executor (sometimes called a Personal Representative or Administrator) of an Estate doesn’t have to be a nightmare, but it’s important to be organized from the start. As the Executor you are going to be the person who is legally responsible for protecting the […]

Source

The Importance of Organizing Your Estate Plan

FastWebEngine — Thu, 12 Jan 2017 20:11:09 +0000

Keep Your Estate Planning Documents Organized If, like so many, you are prone to disorder in the keeping of important documents, assuming that you keep them at all, you may be well past due for a makeover of your estate plan and your end-of-life instructions. It is not just a matter of maintaining tidiness for […]

Source

Estate Planning Tips

FastWebEngine — Thu, 15 Dec 2016 20:30:47 +0000

Here is a helpful video that does a demonstrates the importance of estate planning, and a few of the considerations that come into play when formulating a plan.

Source

The Importance of Having a Power of Attorney

FastWebEngine — Thu, 15 Dec 2016 20:47:56 +0000

One of the most important pieces in a simple estate plan is a well drafted Power of Attorney. While a Last Will and Testament only comes into play after your death, a Power of Attorney is a legal document that can have a profound impact on your day-to-day care and well-being in the event that […]

Source

Protecting Digital Assets

FastWebEngine — Tue, 20 Sep 2016 18:02:16 +0000

Six Important Steps to Take on Death or Incapacity It used to be enough for a fiduciary and his attorney to simply search through a decedent’s or incapacitated person’s papers in his or her workplace and at home, watch the mailbox for a 90 day cycle, and review tax returns and account statements. Things are […]

Source

Everyone Needs Basic Estate Planning

FastWebEngine — Sun, 18 Sep 2016 15:01:26 +0000

If you assume that you don’t have any assets, you could be making the mistake of skipping out on an estate plan entirely. An estate plan is one of the most important collections of documents that you will have and there are many reasons why. Everyone Has an Estate Every person has an estate with […]

Source

Is it Time for Your Estate Planning Checkup?

FastWebEngine — Wed, 29 Mar 2017 21:27:58 +0000

So you’ve already done your estate planning and you’re now good to go, right? Wrong. Even if you already have Wills, Power of Attorneys, Living Wills or even a Trust in place, don’t just put everything aside and forget about it. Like everything in life, changes happen. Because of that, we tell all of our […]

Source

Estate Planning Lessons Learned

FastWebEngine — Fri, 17 Feb 2017 19:47:37 +0000

Here’s an article that I came across in Forbes magazine that really does a nice job of laying out why it’s so very important to have at least a basic estate plan in place. The article relates one woman’s personal story of what she learned about money and estate matters after her father’s death. As […]

Source

Do I Really Need a Will?

FastWebEngine — Thu, 02 Feb 2017 14:58:01 +0000

People are constantly asking me, “Lloyd, do I really need a Will. Isn’t that something only people with a lot of money need?” And my answer is always a big, resounding NO. Not only should everyone have at least a simple Will as part of their estate plan, they should most definitely also have a […]

Source