The Basics of Estate Planning
This post is part of Mom and Dad’s Guide to your personal financial plan. Estate planning is a pretty fancy sounding term. When I talk about estate planning, I feel like I should be sipping brandy and...
View ArticleThe Basics of a Living Trust
This post is part of Mom and Dad’s Guide to your personal financial plan. Last week we went over the basics of estate planning. Just to refresh, estate planning is simply the process of planning what...
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3 Reasons to Set up a Living Trust
When it comes to building a secure financial foundation for you and your family, a good estate plan is right at the top of the list. It’s a morbid topic, but it’s the best way to ensure that your...
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Should You Hire an Estate Planning Attorney or DIY?
Once you know which estate planning documents you need (see here and here for a refresher), the next big step is getting them in place. And there are two main options for doing it: Do it yourself Hire...
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