The Advantages of an Estate SherpaSM Using an Estate Sherpa gives advantages for ensuring key documents work precisely as you expect. Mountain climbing and estate planning may not seem related, but they have interesting connections. In mountain climbing, one sets out to reach the top, but doing so requires good planning and preparation—and careful deliberation
This week’s Word to the Wise is Estate: Everything you own—money, property, residences, personal possessions, businesses, and so on. Why does a full understanding of your estate matter now? Fully understanding your estate better prepares you for how you want everything handled after you pass away. It helps you decide what you want
This week’s Word to the Wise for estate planning is: Physical Assets: Things you own that can be physically touched, such as books, property, vehicles, and clothing. Physical assets do not include real estate. Why do “physical assets” matter in estate planning? All physical assets are part of your estate. After you die, your
This week’s Word to the Wise for estate planning is: Intestate: When a person dies without a will or trust, the person dies “intestate,” meaning the person’s estate is divided up based on state law. Why does “intestate” matter in estate planning? Few of us like the idea of the government directing our personal affairs
This week’s Word to the Wise is Heirs: The people who can benefit from your estate plan. Identifying your heirs is easy, right? Sometimes, yes. But sometimes, no. And you may have different ideas about what different heirs get after you die. So, it matters to fully identify all of your heirs. Going