Banking for the Deceased: What to Expect and How to Prepare
No one can completely prepare for the loss of a loved one. Whether loss is expected or sudden, the weight of grief can be overwhelming. But there are steps to take to ease the burden on family members left behind. How To Prepare Your Accounts: Don’t Have A POA or POD Option? Perhaps you don’t […]
Estate Planning: 9 Powerful Ways to Protect Your Legacy
We know you love your family and there’s nothing you wouldn’t do to help them. One of the best things you can do to secure their future financial safety is to tackle estate-planning! Your loved ones (heirs) will thank you for not having a legal mess to sort out! At Vesta, we often find that […]
How to Choose Between a Will and a Revocable Trust
When discussing estate planning for individuals, most have heard the terms “will” and “trust,” but not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes, and both can work together to create a complete estate plan. Both legal documents allow you to provide for the ultimate disposition […]
Estate Planning: Defend Your Legacy, Empower Their Destiny
An estate consists of everything a person owns, including a home, vehicle(s), additional real estate, bank accounts, stocks, and life insurance. It also includes valuable personal possessions like furniture, jewelry, and artwork. Almost every individual has an estate. However, no matter how large or small your estate is, you can’t take it with you when […]