DISPELLING 3 ESTATE PLANNING MYTHS
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed.
WHERE SHOULD I STORE ESTATE PLAN DOCUMENTS?
Clients often ask where original estate planning documents – Wills, Trusts, Powers of Attorney, and Healthcare Directives – should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following:
WHAT DOCUMENTS DO YOU NEED TO FIND AFTER A LOVED ONE DIES?
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find: