What a Will Can and Cannot Do
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
January 20, 2022
Estate Planning Documents Everyone Needs
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
January 18, 2022
Naming Beneficiaries is Vital to Your Planning
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
January 7, 2022
Trust provides more Protection than TOD
Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
January 6, 2022
What Happens to HSA when Owner Dies?
Do you know what happens to your HSA after you die? Health savings accounts, called HSAs for short, function differently than most other kinds of accounts.
January 5, 2022
Holidays are a good time for a Family Meeting
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
December 22, 2021
Choose carefully when Naming a Trustee
You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
December 21, 2021
Can You Disclaim an Inheritance?
What happens if you are named an heir in an estate but you don’t want it? Does it go the person’s children if you reject the inheritance?
December 16, 2021
Can You Sue A Trust Directly?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 13, 2021
Evaluate your planning during Divorce
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
December 9, 2021