by eschmitz | Mar 15, 2023 | Estate Planning
Motor vehicles are one of the most overlooked items in estate planning. Often all of a deceased person’s assets are joint, have beneficiary designations or are payable on death to beneficiaries except for a motor vehicle. If the motor vehicle is in the deceased...
by eschmitz | Feb 23, 2023 | Estate Planning, Planning for Children and Teens
An important part of a complete estate plan is making sure your beneficiary designations will accomplish your goals. Naming beneficiaries for your life insurance death benefits may seem simple, but designating beneficiaries requires careful preparation. This article...
by eschmitz | Jun 21, 2022 | Health Care Directives, Estate Planning
Part of estate planning is planning for incapacity. Incapacity planning includes planning for health care decisions as well as financial decisions. In this article we will concentrate on the health care side of planning. There are three essential legal documents for...
by eschmitz | Jun 21, 2022 | Estate Administration, Estate Planning
An important part of a complete estate plan is making sure your beneficiary designations will accomplish your goals. Naming beneficiaries for your life insurance death benefits may seem simple, but designating beneficiaries requires careful preparation. This article...
by eschmitz | Apr 25, 2022 | Estate Planning, Wills and Trusts
All revocable trusts (as well as your entire estate plan) should be reviewed every few years to make sure that they are up-to-date with changes in the law and continue to meet your goals. Some important things to review include the following: Do you have the right...
by Elizabeth Schmitz | Apr 21, 2022 | Estate Planning, Probate
Probate vs Non-Probate: What Is the Difference? When planning your estate, it is important to understand the difference between probate and non-probate assets. Probate is the process through which a court determines how to distribute your property after you die. Some...
