An estate plan is the best way to provide for your loved ones after your death. It ensures that your property and assets get distributed according to your wishes and it also helps your family make important decisions. Here is a checklist to prepare for the creation of your estate plan.
The goal of any good estate plan is to provide an easy path for your loved ones and beneficiaries if you become incapacitated or upon your death. There are some essential elements that you should include in your estate plan.
A will and a trust serve the same function: They provide for your family after your death. However, there are some differences that may make trusts advantageous in some circumstances. If you have substantial property and assets, it can be much more beneficial to your heirs to provide for them in a trust rather than […]
Trusts are one of many devices used in estate planning. While you are planning your estate, you might write a will, determine your advance medical directive, and name beneficiaries to each of your accounts. A trust is an arrangement with a third party, known as a trustee, to hold assets on behalf of one or […]
Copyright ©2026 Moen Sheehan Meyer, Ltd. | Legal Disclaimer | Sitemap
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.