Creating or updating your estate plan ensures that your assets, health and legacy are managed according to your wishes. In recognition of National Estate Planning Awareness Month, Haynsworth Sinkler ...
One of the biggest mistakes people make with estate planning is to assume that estate planning means getting a document. Whether it is a will, a revocable trust, living trust, or any other document, a ...
It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...
Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...
McCarthy & Akers serves individuals, families, and business owners who want a clear plan for the future and a trusted guide through the process. The Estate Planning Checklist is available online and ...
We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...
Having a fantastic estate plan does not mean much if you do not take steps to implement and maintain it. Just like your car, your estate plan requires maintenance. We have a few tips to help you keep ...
Estate planning is supposed to bring peace of mind. You want to know that your will, trust, and other important documents are safe and easy to find. But what if the app you trust to organize your ...
Preparing for a medical emergency or death is never easy, but Consumer Reports said creating a digital estate plan is one of ...
Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...
For Black women especially, estate planning is transformative. Historically, Black families have experienced disproportionate ...