by Barry Zimmer
While most estate plans begin with executing a Last Will and Testament, a trust agreement is often a popular addition once a basic estate plan is established. Establishing a trust should always be … [Read more...] about Creating a Trust: What to Consider
by Barry Zimmer
Every adult should have at least a basic estate plan in place; however, that need is heightened for women. The problem is that women are often unaware of how important estate planning can be for them. … [Read more...] about Why Is Estate Planning Crucial for Women?
by Barry Zimmer
Over half of all Americans do not have an estate plan in place. That fact is not all that surprising given the fact that the average person is not familiar with most of the concepts and documents used … [Read more...] about 3 Estate Planning Documents You Should Have in Your Plan
by Barry Zimmer
Making sure that assets are distributed as intended is the primary motivation for most people to create an estate plan. That same estate plan, however, can provide a variety of additional benefits to … [Read more...] about How Estate Planning Helps Avoid Disputes
by Barry Zimmer
If you have an estate plan in place, you already recognize the numerous benefits an estate plan offers. Once your plan is in place, however, you may struggle with deciding how much (if any) of the … [Read more...] about Pros and Cons of Sharing the Details of Your Estate Plan
by Barry Zimmer
For many people, the concepts and legal jargon associated with estate planning can be intimidating because they are unfamiliar. A perfect example can be found in the word “heir” and “beneficiary.” … [Read more...] about Is There a Difference Between an Heir and a Beneficiary?
by Barry Zimmer
You probably prefer not to spend too much time contemplating your own funeral and burial; however, it is something you should spend some time doing to spare your loved ones from additional grief as … [Read more...] about Why Is Funeral Planning Important?
by Barry Zimmer
Building up your asset portfolio is undoubtedly part of your overall estate plan; however, simply amassing assets without taking steps to protect those assets can cause the most well-drafted estate … [Read more...] about Deciphering Asset Protection Trusts
by Barry Zimmer
There are over 20 million unmarried cohabitating couples in the United States. According to the Pew Research Center. If you are among the millions of Americans who have decided to wait to get married … [Read more...] about Estate Planning for Unmarried Couples: What You Should Know
by Barry Zimmer
Most people recognize the importance of estate planning; however, those same people often fall victim to the numerous and varied myths and misconceptions about estate planning. To help ensure that … [Read more...] about Estate Planning Myths and Misconceptions
