Certified Financial Fiduciary and Author

Category Archives: Estate

How Healthcare Proxies and Advance Directives Fit into Estate Plans

People make many mistakes when it comes to estate planning, but one of the most egregious ones is failing to account for medical decision-making. We can’t predict when we will no longer have the capacity to make decisions for ourselves about our health care, which is why it is so important to have a plan… Continue Reading

5 Non-Cash Ways to Incorporate Charitable Giving into Estate Planning

One of the key aspects of estate planning is figuring out how to make the biggest charitable contribution you can, given the resources available to you. Unfortunately, many people make the mistake of not exploring all the avenues available for charitable giving after death and thus miss out on some opportunities to make an even… Continue Reading

Be Sure to Have These 6 Items on Your Living Trust Checklist

One of the important aspects of estate planning is creating a will or a living trust. For the most part, living trusts are the preferable option as they become valid immediately upon your death. On the other hand, a will needs to go through a probate process during which it can be contested. Moreover, the… Continue Reading