You already did the hard work and got your estate planning documents in place. Excellent! Now you have to decide where to keep the documents so they are actually useful if you need them. Perhaps you received your documents via without ever getting paper records and...
This post is part 3 in our series about a 2020 Caring.com survey, which found that two-thirds of Americans do not have an estate plan. When asked why, 30% of respondents stated that they did not have an estate plan because they didn’t have “enough assets to leave...
According to a 2020 Caring.com survey, almost two-thirds of Americans do not have an estate plan. When asked why, most respondents stated that they simply had not gotten around to creating a plan. This is reasonable. The process can be uncomfortable and arduous. Plus,...
According to a 2020 Caring.com survey, only one-third of Americans have an estate plan. When asked why, most respondents stated that they simply had not gotten around to creating a plan. Others said that they didn’t think they had enough assets to justify an estate...
Our Perfect Package includes three important documents: a last will & testament, a financial power of attorney, and a health care power of attorney (includes a living will). These three documents form the foundation of any estate plan. Let’s talk about what these...
Sara and Stasia Demos Mills (www.demosmillslaw.com) sit down once again for our fourth and final video in our estate planning series. In this video we discuss what to do with an estate plan if you have one. We give suggestions on where to keep it (safe deposit box,...
