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Estate Planning

How Should I Plan for a ‘Solo Retirement’?

October 18, 2023

Here are some steps that women can take to ensure they are financially secure during their “solo retirement.”

Estate Planning

Revocable Trusts Make Sense for Retirees

October 16, 2023

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.

Estate Planning

Do You Need a Will or Trusts or Both?

October 13, 2023

A traditional will could be the simplest but not necessarily the best way to pass on your legacy.

Estate Planning

Three More Reasons to Have an Estate Plan

October 11, 2023

Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.

Estate Planning

Should I Add My Pet to Estate Plan?

October 9, 2023

When it comes to pets and estates, there are two main rules to understand.

Estate Planning

Is a Power of Attorney Really Necessary?

October 6, 2023

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?

Estate Planning

Tasks to Be Done After a Loved One Passes

October 4, 2023

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.

Estate Planning

How can You Make Changes to Your Estate Plan?

October 2, 2023

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.

Estate Planning

Unmarried Couple? What You Need to Know about Estate Planning

September 29, 2023

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.

Estate Planning

What Is a No-Contest Clause?

September 27, 2023

No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.

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