Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think doing your estate plan is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online documents. Then, you’ll...
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duties, and you are both ethically...
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire...
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you haven’t, you are hearing it now. If you own any “probatable” assets in your name at the time of your incapacity or...
Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and...
Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt when you (or they) die? Well, it depends, and that’s part of the reason you want to ensure your estate plan is well prepared. How...
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even for free. With so many do-it-yourself online document services out...
Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late or very costly for your family. And, if you have living parents in their 70s, make sure you cover these considerations with them...
Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we need to start seriously considering alternatives to traditional options for burial and...
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest...
Will Your Estate Plan Work When Your Family Needs It?
Before You Agree to Be a Trustee, Read This!
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
Why Every Adult Needs A Living Will
Creditors And Your Estate Plan
3 Essential Questions To Ask Before Creating Your Will Online
Checklist: 5 Financial Decisions to Consider Before December 31
Green Funerals: 6 Eco-Friendly Options For Your Remains
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Thank you for your interest. I know you have a lot of options when it comes to legal planning. At Arch Legacy Firm, we are devoted to helping families and professionals protect their loved ones and practice through estate planning and asset protection planning. We look forward to meeting with you!