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power of attorney - money next to gavel

Don’t Have a Lot of Money? Here Are Seven Ways You Can Still Leave Your Family a Great Legacy

Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting inheritance and legacy by doing these seven things, whether or not your bank account is overflowing. 1. Make a Plan Often, people who do not have a lot of money think […]
Posted on: May 3, 2022
estate plan

Do You Update Your Estate Plan as Often as Your Resume?

A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional abilities? Would it do what you want it to do? Probably not. Estate plans are similar in that they need to be regularly updated to reflect changes in your life and the law so they can do what you want them to do. Outdated estate plans, like outdated resumes, simply do not work.
Posted on: May 3, 2022
trust protection

If I Give My Home to My Child in My Will, Can They Take My Home While I Am Still Alive?

The short answer to this question is no. Naming your child as the recipient of your home in your will does not give them any right to your home while you are still living. However, understanding why that is the correct answer requires a little more explanation. Title Is Key When it comes to real […]
Posted on: April 5, 2022
estate planning

Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Posted on: July 31, 2021
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IMS - Estate Planning and Elder Law Practice Growth Advisors
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