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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.

Estate Planning

What Should Not Be Included In A Trust?

February 23, 2022

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.

Estate Planning

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 21, 2022

For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.

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