Estate Planning (Page 6 of 9)

Estate Planning Essentials: A Guide for Beginners

Creating a strategy for your estate’s administration and distribution after your death is important. It guarantees that your loved ones will be provided for and that your assets will be distributed how you choose.

Do You Need a Trust?

You may think trusts are only meant for the uber-wealthy, but there are actually plenty of ways they can strengthen your estate plan, no matter where your finances fall on the spectrum!

Is a Trust Right for Your Estate Plan?

There are a number of different types of trust options available when it comes to estate planning, and it can be difficult to know which one is best for your needs. Here’s an overview of the most common types of trusts and what they offer.

When Do You Need an Elder Law Attorney for Your Estate?

An elder law attorney can be the most important member of your estate and long-term planning team. Here are 5 ways they can help you.

elder law attorney sitting at table talking with a senior couple

How to Prepare a Will

Almost everyone needs a will, but only around one-third of Americans have actually prepared one. Here’s what you need to know about writing a will.

6 Ways to Effectively Prepare for Retirement

With the right planning, you can ensure that you are able to live comfortably, without financial stress, during your retirement years. Here are some tips that can help you effectively plan.

African American over 65 man sitting at desk working

People Needed for Your Estate Plan: Wills

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts.

People Needed for Your Estate Plan: Powers of Attorney

Answers for Elders Podcast: What Is Estate Planning?

Stephen Waltar from Legacy Estate Planning in Bellvue, WA discusses estate planning with Suzanne Newman of Answers for Elders.

3 Ways a Power of Attorney Empowers You

By partnering with an elder law attorney and creating your POA, you’re able to lay out what you want, don’t want, and who you trust to speak on your behalf.