Wills

A will that’s out of date can do more harm than good. Over time, families grow, property changes hands, and laws evolve. A document that once worked perfectly can become incomplete or even invalid without anyone realizing it. Many people create a will once and assume they’re covered for life. In reality, an estate plan is only as good as how current it is. A quick review every few years can … [Read more...] about When Did You Last Review Your Will?

The term last will dates back more than a millennium to English common law, in which a person expressed what they “willed” to have happen to their property. The use of what we now know as a will dates back even further, to ancient Romans, who, under the Code of Justinian, recognized documents that transferred possessions from deceased male citizens to their heirs. While some of the specific … [Read more...] about Could a Will Be Right For You?

The majority of Americans do not have a will, and the number of US households with a will has been in steady decline. At the outset, it is important to dispel a recurring myth about estate planning: It is not just for the wealthy—or older adults, married couples, or any other single category of individual. Estate planning is beneficial for everyone. But this is just one of the many … [Read more...] about Debunking Common Misconceptions About Wills