Estate Planning Blog

What Does an Estate Plan Include?

March 21, 2022

A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.

Estate Planning

Why Do So Few Black Americans Have Wills?

March 18, 2022

When actor Chadwick Boseman died, he didn’t have a will. Neither did recording artists Prince and Aretha Franklin. Each time the news broke, there was surprise that such notable names hadn’t made estate plans. Yet, estate planning isn’t as common as experts argue it should be, particularly among Black Americans.

Estate Planning

How Do I Give Assets to Minor Grandchildren in My Will?

March 16, 2022

You have many options to make sure your wishes are followed after you die.

Estate Planning

What Can a Trust Do for Me and My Family?

March 14, 2022

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

Estate Planning

Who Is the Best Choice for Power of Attorney?

March 11, 2022

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.

Estate Planning

What Can’t I Forget in My Will Now that I’m 50?

March 10, 2022

Without a will, decisions made about your property and assets will be handed over to local courts, which can make an already challenging time even harder for your loved ones.

Estate Planning

Does Your Will and Estate Planning Documents Need to Be Updated?

March 4, 2022

It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

Estate Planning

What are Common Mistakes People Make with Living Trusts?

March 3, 2022

Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.

Estate Planning

When Does Someone Need a Guardian?

March 1, 2022

Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.

Estate Planning

What Assets Should Be Considered when Planning Estate?

February 25, 2022

From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.

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