You couldn’t be blamed for thinking a safe deposit box is the best place to store estate planning documents; after all, the name suggests that it’s a pretty safe place. However true, “safe” should not be your only criteria in determining where to store your estate planning documents. Accessibility is just as important…and therein lies…
With the New Year in full swing, it’s time to get going on that long list of things you need to accomplish in 2020…including estate planning. Even if it isn’t at the top of your to-do list—or if it didn’t even make the list at all—estate planning is an important part of protecting yourself and…
As a grandparent, there is surely much knowledge—and even more learned lessons—you hope to pass down to your grandchildren: core values, family history, career planning, and maybe even money management. While all of these topics are valuable, there is perhaps no better way to ensure the happiness and security of your loved ones than by…
Just having an estate plan is a rarity in today’s world. That being said, it can be easy to forget that designing and implementing an estate plan is only the first step. As a series of documents that serve to designate beneficiaries and distribute your assets should you die or become incapacitated, an estate plan…
The New Year is just around the corner and we can hear it already: this is the year I’m going to get my financial life in order. But, like similar resolutions promising healthier diets and more consistent workout schedules, the resolution to get finally organized is oftentimes forgotten before we even make it to Martin…