by jeanie | Sep 11, 2023 | Estate Planning
We’re all aging every day, and this includes our parents. Thinking or talking about our parents’ passing can be hard. However, as they’re getting older, you might find yourself in a difficult position when you attempt to handle their financial and healthcare demands. ...
by jeanie | Jun 19, 2023 | Estate Planning
Hannah and Jared’s Story Hannah and Jared were happily married for years and Hannah had become a part of Jared’s family; so much so that Jared’s parents, Rose and Lionel, had named Hannah as the Executor of both of their wills. They had no other estate planning...
by jeanie | Jun 18, 2023 | Estate Planning
There are many different instruments and documents that can be included in an individual’s estate planning portfolio, such as a last will and testament, revocable living trusts, testamentary trusts, and more. However, there are five (5) key components that should be...
by jeanie | Jun 18, 2023 | Estate Planning
Sydney’s Story Sydney Martinez is the beautiful daughter of an extremely successful businessman and a stay-at-home mother. Because they loves their daughter immensely, Sydney’s parents set up a simple plan in which she was to receive one third of her inheritance...
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