How to Store Your Estate Planning Documents

Tag Archives: estate planning documents

How to Store Your Estate Planning Documents

Once you’ve created your estate plan, it’s important to keep the original documents somewhere safe. Having digital backups is always a good idea, but the originals are important to have and should be located somewhere safe and accessible. Here are a few ideas for some potential storage locations. Safe deposit box: While a safe deposit […]

The Importance of Estate Planning During the Pandemic

The spread of the COVID-19 pandemic has shaken up a lot of the ways we live and work in the United States. It has also added a sense of urgency to estate planning, particularly for people in high-risk demographics. The growing case numbers and death counts serve as a constant reminder of our mortality, and […]

How Does Durable Financial Power of Attorney Work?

A durable power attorney for finances is an estate planning tool used to cover your financial matters.  It is usually intended to be used in the event you become unable to make your own decisions. This typically occurs when you become incapacitated for health reasons. In most cases, the person granted durable financial power of […]

Tips for Keeping Estate Planning Documents Safe from Natural Disasters

Living in Florida, it is always important to plan for worst-case scenarios regarding the weather. Hurricane Irma was only our most recent reminder of this. Part of your plan should include how you can protect important estate planning and financial documents. Below are a few ways you can safeguard these documents when inclement weather and […]

Negotiating Your Will When Stepchildren are a Factor

In some situations, drafting a will can be a complex matter, especially if you have a large and extended family and many people you would like to name as beneficiaries. If you have stepchildren, you may wish to dictate exactly how your assets and property will be distributed to these individuals upon your passing. Occasionally, […]