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May I leave money to a charity?

May I leave money to a charity?

May I leave money to a charity?

Shanta Matthews

Sep 13, 20200 min read

What happens is there’s no beneficiary designation on an account?

What happens is there’s no beneficiary designation on an account?

What happens is there’s no beneficiary designation on an account?

Shanta Matthews

Sep 13, 20200 min read

Does my will have to be notarized?

Does my will have to be notarized?

Does my will have to be notarized?

Shanta Matthews

Sep 13, 20200 min read

Should I give my agent a copy of my Power of Attorney?

Should I give my agent a copy of my Power of Attorney?

Should I give my agent a copy of my Power of Attorney?

Shanta Matthews

Sep 13, 20200 min read

Can someone else make medical decisions for me now?

Can someone else make medical decisions for me now?

Can someone else make medical decisions for me now?

Shanta Matthews

Sep 13, 20200 min read

Your estate plan is your business.

Your estate plan is your business.

Your estate plan is your business.

Shanta Matthews

Sep 13, 20200 min read

What happens if you lose capacity and don’t have an estate plan in place?

What happens if you lose capacity and don’t have an estate plan in place?

What happens if you lose capacity and don’t have an estate plan in place?

Shanta Matthews

Sep 13, 20200 min read

The two most important things you need right now. Spoiler alert 🚨 a will isn’t one of them.

The two most important things you need right now. Spoiler alert 🚨 a will isn’t one of them.

The two most important things you need right now. Spoiler alert 🚨 a will isn’t one of them.

Shanta Matthews

Sep 13, 20200 min read

What’s required for your will to be valid?

What’s required for your will to be valid?

What’s required for your will to be valid?

Shanta Matthews

Sep 13, 20200 min read

When does your Durable Power of Attorney become effective?

When does your Durable Power of Attorney become effective?

When does your Durable Power of Attorney become effective?

Shanta Matthews

Sep 13, 20200 min read

Remain intentional in your planning. #nopanicplanning

Remain intentional in your planning. #nopanicplanning

Remain intentional in your planning. #nopanicplanning

Shanta Matthews

Sep 13, 20200 min read

Fast fact Friday. There’s no magic number.

Fast fact Friday. There’s no magic number.

Fast fact Friday. There’s no magic number.

Shanta Matthews

Sep 13, 20200 min read

Is it possible to change your will?

Is it possible to change your will?

Is it possible to change your will?

Shanta Matthews

Sep 13, 20200 min read

Your beneficiary changed their name. Do you need to update your will?

Your beneficiary changed their name. Do you need to update your will?

Your beneficiary changed their name. Do you need to update your will?

Shanta Matthews

Sep 13, 20200 min read

Married without a will? What will your spouse receive?

Married without a will? What will your spouse receive?

Married without a will? What will your spouse receive?

Shanta Matthews

Sep 13, 20200 min read

Will or Trust? How do you decide?

Will or Trust? How do you decide?

Will or Trust? How do you decide?

Shanta Matthews

Sep 13, 20200 min read

Do you have minor children? This is for you.

Do you have minor children? This is for you.

Do you have minor children? This is for you.

Shanta Matthews

Sep 13, 20200 min read

Can your spouse disinherit you?

Can your spouse disinherit you?

Can your spouse disinherit you?

Shanta Matthews

Aug 3, 20200 min read

Want to leave someone out of your will? Make sure you say so.

Want to leave someone out of your will? Make sure you say so.

Want to leave someone out of your will? Make sure you say so.

Shanta Matthews

Jul 22, 20200 min read

What's the easiest way for someone to challenge your will?

What's the easiest way for someone to challenge your will?

What's the easiest way for someone to challenge your will?

Shanta Matthews

Jul 22, 20200 min read

You keep the original of your will.

You keep the original of your will.

You keep the original of your will.

Shanta Matthews

Jul 22, 20200 min read

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