How Your Estate Plan Can Be a Reflection of Your Values

There is a common misconception about the purpose of estate planning. Many people mistakenly believe that an estate plan is intended to simply transfer Asset A to Person X; a dry, legal document focused solely on stocks, bonds, property, etc. This is not accurate. An estate plan is a symbol of love and concern for the people you care about the most. It is a representation of your desire to protect your family and loved ones. An estate plan, in many ways, can be a reflection of your values. A prime example of this principle is the estate of celebrity Anthony Bourdain....

03 July

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Leaving the Ex In Control – An Estate Plan Nightmare

Posted by Bobby Feisee

in Bobby's Blog

When someone passes away, there is an assumption many people make that the family and friends of a decedent will be left in charge of their deceased loved one's estate so they can divide any possessions appropriately. Unfortunately, this assumption is not accurate. There are rules and regulations in each state concerning the distribution of assets maintained in an estate and who is ultimately empowered to make those decisions. If you do not have an estate plan, or you have an outdated estate plan, you are heightening the risk that someone you are not very close to, or may even...