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Month: January 2018

What is a joint will?

Many people do not realize they may have numerous options when it comes to creating a will, depending on their financial and personal circumstances. One type of will that is commonly overlooked is a joint will, usually created for a married couple. Joint wills are...

Protecting a spouse with an AB trust

When it comes to creating an estate plan to protect your assets and provide for the ones you love, there are numerous options to consider, including an AB trust, which some choose to help reduce a surviving spouse's tax liability when the first spouse passes away....

Choosing a health care agent

As you consider your estate planning needs and your emergency and end-of-life care preferences, it is very likely that you may decide to name a health care agent. Such a person acts on your behalf, making medical choices that align with your wishes. Depending on the...

Do you need to create a living will?

Living wills are an important part of many carefully considered estate plans. In broad strokes, a living will establishes the end-of-life wishes of the document's creator in the event that he or she loses the ability to communicate or faces some life-threatening...

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