Estate Planning Blog

Keep Your Life Private with a Trust

March 14, 2025

One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.

Estate Planning

Decluttering after Loved One’s Death: A Practical and Emotional Guide

March 12, 2025

Sorting through a loved one’s belongings after their passing is both an emotional and logistical challenge. A thoughtful approach can ease the burden and bring a sense of closure.

Estate Planning

How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations

March 10, 2025

Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.

Estate Planning

Where Should I Keep My Will?

March 5, 2025

Choosing the right storage location for your will ensures that it remains secure, accessible, and legally valid when needed.

Estate Planning

What Beneficiary Expenses Can Be Paid from a Trust?

March 3, 2025

A properly managed trust provides financial support to beneficiaries while protecting assets. However, trustees must ensure that expenses align with the trust’s purpose and legal requirements.

Estate Planning

Don’t Procrastinate on Estate Planning Moves

March 3, 2025

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.

Estate Planning

How to Protect Your Inheritance

February 28, 2025

Got a windfall? Here's how to manage an inheritance responsibly.

Estate Planning

Estate Planning Steps for Retirement

February 26, 2025

Retirement planning isn’t just about saving for the future—it’s about ensuring that your assets are protected and distributed according to your wishes.

Estate Planning

Should I Limit My Childrens’ Inheritance?

February 24, 2025

Deciding how much to leave your children requires careful planning. Balancing financial security with personal responsibility can help preserve wealth for future generations.