How Should you Handle an Inheritance?
Receiving a financial windfall like an inheritance can be an emotional time — one that might prevent you from seeing the bigger picture.
November 1, 2023
Life Insurance should be Major component of Estate Plan
No matter how old you are, it’s never too early or too late to begin thinking about your life insurance options.
October 19, 2023
Where Should You Store Your Will?
Aretha Franklin did what she was supposed to in drawing up a last will and testament, but a crucial mistake left her multimillion-dollar estate in chaos.
October 17, 2023
‘Pour-Over’ Will is vital to a Revocable Trust
For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
October 9, 2023
Do You Need a Will or Trusts or Both?
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
October 5, 2023
Add your Pet to your Estate Plan
When it comes to pets and estates, there are two main rules to understand.
October 4, 2023
Which Trust, Revocable or Irrevocable?
There are important differences between the two types of trusts, including the amount of control you’ll have over your assets.
September 27, 2023
Ways to use a No-Contest Clause in your Planning
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.
September 25, 2023
Carefully Consider naming Contingent Beneficiaries
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
September 18, 2023
Benefits and Drawbacks to a Funeral Trust
A funeral trust does have several benefits. Funeral and burial services can cost a lot of money but with a funeral trust, you can mitigate this problem in two ways.
September 7, 2023