What Is an Estate Planning Checkup?

What Is an Estate Planning Checkup?

The start of the year is the time to review and revisit your estate plan. Just like going to the doctor and dentist for regular exams, it’s basic self-care. A recent article from Kiplinger, “Need an Estate Planning Checkup? Now is the Perfect Time,” advises having an...
Disinheriting a relative can be done in a Will

Disinheriting a relative can be done in a Will

Your will is the foundation of an estate plan, used to instruct your executor on distributing property, naming a guardian for minor children, creating a legacy, and ensuring that your beneficiaries receive what you want. The will can also serve to disinherit a family...