EP Series

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Estate Planning: What You Need to Know, Part 4

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Estate Planning: What You Need to Know, Part 4

In this fourth part of our series, Estate Planning: What You Need to Know, we’ll continue discussing what is often the most urgent concern among our clients: children. While part two of our series explained planning for incapacity and part three discussed ensuring your children are cared for after you’ve passed, this blog post will address specific, actionable steps you need to take to ensure your children are accounted for during incapacity.

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Estate Planning: What You Need to Know, Part 3

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Estate Planning: What You Need to Know, Part 3

In this third blog post of our five-part series on the basics of estate planning, we’ll learn more about designing a clear path to success for your children with your estate plan --- who this planning involves, what it will accomplish, when and why we should be doing it in the first place, and how we can bring our plans to life.

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Estate Planning: What You Need to Know, Part 2

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Estate Planning: What You Need to Know, Part 2

Incapacity planning is vital to finding a balance between control and protection in your estate plan. In this second blog post of our five-part series, we plan ahead to avoid a mess during incapacity.

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Estate Planning: What You Need to Know, Part 1

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Estate Planning: What You Need to Know, Part 1

The key to estate planning is finding a balance betwen control and protection. In order to understand how we can make this happen, we'll be releasing a five part series on what you need to know about estate planning. This is Part 1.