How to Choose Who Should Serve as Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Preparing for an Estate Planning Consultation
While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.
Have You Made a Living Will?
A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
If Your Spouse Is Seriously Ill, Get Your Estate Plan in Order
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
Every Adult Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
