The Practical Side of Planning
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Practical Side of Planning: Write a Letter of Direction—and Start the Conversations That Will Live On
Your legal documents—your will, power of attorney, and any trusts—do important work. They appoint fiduciaries, outline…
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Practical Side of Planning: Get Organized Before It’s Urgent
It’s not enough to have a will or trust in place. A thoughtfully drafted plan can…
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The Practical Side of Planning
When most people hear “estate planning,” they think about the legal decision-making and documents: wills, trusts,…
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Why a Do-It-Yourself Will Isn’t Enough
If you’ve ever thought about writing your own will using an online tool or template, you’re…