Zachary WhitmanTeachers, COVID-19, and Estate PlanningAs teachers begin to plan their course work for an uncertain 2020–2021 academic school year, they face difficult decisions about returning…Jul 17, 2020Jul 17, 2020
Zachary WhitmanUpdate your Estate Plan — How often and when should you make changes?The purpose of having an Estate Plan is to have a set of documents that reflect your current wishes for distributing your assets. The…Jul 10, 2020Jul 10, 2020
Zachary WhitmanBusiness Owners — What is Limited LiabilityOwning your own business provides you with fantastic freedom and control over your life and the company. However, the legal and financial…Jul 3, 2020Jul 3, 2020
Zachary WhitmanThinking of buying a house? Think about an Estate Plan FIRST!When in the home buying process is it best to get an Estate Plan? Getting a home is often the first triggering event that someone should…Jun 25, 2020Jun 25, 2020
Zachary WhitmanWhat is your Estate?When thinking of how much your Estate is worth, you likely look at your available cash on hand and maybe the value of your house. When…Jun 18, 2020Jun 18, 2020
Zachary WhitmanEstate Planning with Children — Choosing the Age for DistributionHow old should your children be before they receive their inheritance? This decision is something that is often overlooked. Is your…Jun 9, 2020Jun 9, 2020
Zachary WhitmanThe Revocable Trust — A Better Option for YouA typical Estate Plan is a combination of legal documents designed to fulfill the desired distribution of your estate. Revocable Trusts…Jun 6, 2020Jun 6, 2020
Zachary WhitmanCorona Virus and Estate Planning — Why is Now the Best Time to Get an Estate Plan?While we are all spending more time at home and inside with our families, we’re faced with thoughts of our mortality. The uncertainty of…Jun 6, 2020Jun 6, 2020
Zachary WhitmanThree Characteristics Needed In Good Successor TrusteeIn choosing your Successor Trustee, it is imperative that you carefully consider the person you are appointing and whether they have the…Jun 6, 2020Jun 6, 2020
Zachary WhitmanEstate Planning for your Pets — The Forgotten ChildWhen it comes to Estate Planning, the often overlooked and neglected member of every family is your pets. A family pet is loved and cared…Jun 4, 2020Jun 4, 2020
