Ways to Minimize Your Probate Estate
Estate planning is not just for the wealthy. Anyone with a bank account, house, car or other personal property should have a will.
September 19, 2022
Dying without a Will is costly
Amid the grief of losing a loved one, families are dealt additional burdens when the person did not leave behind a will or estate plan.
June 7, 2022
Options to give Assets to Minor Grandchildren
You have many options to make sure your wishes are followed after you die.
February 28, 2022
Understanding the Legal Terms in Estate Planning
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 17, 2022
Be sure Your Will is Valid
Without a valid will, a person’s estate passes to their surviving heirs under intestate succession (i.e., ‘succession without a will’).
February 1, 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
Estate Planning for Young Adults
Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.
December 6, 2021
Trusts and Wills have some Key Differences
No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.
November 4, 2021
Using Cryptocurrency in your Estate Planning
What Is Cryptocurrency? Why Has It Been So Popular?
September 27, 2021
Estate Planning for Same-Sex Couples
Some people might assume that estate planning is only for the wealthy. However, the reality is that anyone can, and should, engage in estate planning, regardless of wealth. Although creating an estate plan for same-sex couples isn’t totally different than for heterosexual couples, there are some considerations that are unique to same-sex couples.
September 15, 2021