Posts by cesartop
Three Estate Planning Factors to Consider Before Year-End
With COVID-19 continuing to create an unpredictable future, it’s important to consider some estate planning factors before the year’s end. By thinking ahead now and knowing what to look for, you can futureproof your estate plan and further your goals for years to come. You may also be able to take advantage of certain tax…
Read MoreWhat Is Typically Included in an Estate Plan?
Your estate plan gives your loved ones detailed instructions for the distribution of your property and assets, healthcare should you need it, and financial protection. An estate plan can be a valuable tool to protect and safeguard what you’ve worked so hard to achieve. It can also provide for healthcare or financial decisions should you…
Read MoreWhat Will Happen with Your Passwords, Usernames and Security Questions When You’re Gone??
Most people have thought about how their assets will be distributed when they die, yet passwords, usernames and security questions are typically overlooked. It is important to plan for the manner in which your online accounts will be handled after you pass away, as managing these accounts has the potential to become quite the nightmare…
Read MoreAs your kids get ready to return to school, have you done your Estate Planning homework?
The school season is right around the corner. If you are a parent, you have likely bought your little one some new clothes, book covers, pens, paper and other school supplies. However, plenty of parents have not prepared for the possibility of prematurely departing this plane of existence. Have you thought about how your kids…
Read MoreWho Will Make Medical Decisions for You if You Can’t?
If you are suddenly unable to care for yourself physically or mentally, do you know who will make medical decisions for you? Unfortunately, many people find themselves in this position because they haven’t discussed their plan with anyone – or perhaps have a plan at all. Appointing someone to make medical decisions for you when…
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