Business

When it comes to estate planning, the most familiar document is the last will and testament. Most people have a basic understanding that a will allows you to appoint a personal representative (an executor) upon your death and directs that person to distribute your assets as you specify. Put another way, a will says who gets your stuff when you die—but until you die, it does nothing.

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You spend a lot of time trying to make life easier for your family. You care for them and try to protect them from trouble and pain. You know that no one lives on this earth forever. You know how difficult it is to deal with the death of a loved one and don’t want your family members struggling to wrap up your affairs. You wish there was a way to look out for them after you are gone.

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The best way to make sure assets go to the right people is to list them as beneficiaries. By law, the beneficiaries designated for an account or policy will receive the assets in that account or payable under that policy upon your death.

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James Miskell, Attorney at Law

It’s that time of year again – love is in the air! As Valentine’s Day approaches, we make dinner reservations and shop for the perfect gift to express our love. This Valentine’s Day, consider giving a heartfelt gift—an estate plan to provide support and guidance for them during grief and loss. Whether your assets are large or small, giving your family the peace of mind of knowing your wishes in these difficult times is priceless.

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One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.

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