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
How Does a No-Contest Clause Protect Your Will?
The stakes are high for heirs who expect a hefty inheritance.
April 8, 2025
A No-Contest Clause can Protect your Planning
Between 1% and 3% of wills are contested in the United States each year, research shows.
February 10, 2025
Strategies to Resolve Disputes Between Beneficiaries
Trust disputes among beneficiaries can strain family relationships and jeopardize the integrity of an estate plan. Strategic conflict resolution can protect both the trust’s assets and familial bonds.
January 27, 2025
The Estate of The Union Season 3|Episode 11 is out now!
The Estate of The Union Season 3|Episode 11 is out now! We all make mistakes, and usually they aren’t fatal. Unfortunately, when someone dies, a
January 7, 2025
Estate Planning for a Child with Addiction
Protect your child’s future by creating a trust that supports their recovery, while safeguarding their inheritance.
November 6, 2024
Sharing Family Values in Your Estate Plan
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life’s principles.
September 9, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 2024
When and How to get Letters of Testamentary
A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.
February 12, 2024
Estate Plans Require Preparation for Success
One major misconception is we simply can tell loved ones what we want to happen for the purposes of health or property distribution and family members can ensure that those wishes are followed.
June 13, 2023