Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 2025
How and Where To Store Your Will
A will that’s lost, outdated, or inaccessible can send even the most well-intentioned estate plan straight to probate court.
September 18, 2025
Travelers Need These Estate Planning Documents
These aren’t just hypotheticals; they’re avoidable moments of chaos if the right documents are in place.
September 16, 2025
Ensure Your Heirs Have Access To Your Crypto Holdings
Without a clear plan, your cryptocurrency wallet and assets could become permanently inaccessible after your death.
July 9, 2025
Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
April 15, 2025
Understanding the Difference Between a Living Will and Last Will and Testament
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
February 4, 2025
Locating Missing Assets is Essential in Probate
Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.
January 22, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025
A Trust Only Works if it is Properly Funded
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
January 9, 2025