Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
The Estate of The Union Season 3|Episode 8 is out now!
The Estate of The Union Season 3|Episode 8 is out now! We all accumulate stuff as we go through life. When someone dies, what to
August 19, 2024
Estate Planning is Critical for a Single Parent
Single parents must carefully consider each option when preparing their estates. By creating an intentional plan, parents can ensure their wishes will be honored for their children.
August 15, 2024
Creating a Trust to Avoid Probate Nightmares
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
June 25, 2024
Bypass Trust is a pivotal Estate Planning Tool
If you’re considering a bypass trust as part of your estate plan, consulting with an experienced estate planning attorney is essential. They can help you understand if a bypass trust is the right option for your situation and guide you through the process of setting one up.
February 28, 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
Marital Trusts help protect Blended Families
Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide to marital trusts, how they work and their advantages and disadvantages. With the potential to safeguard assets and ensure that they reach the intended beneficiaries, marital trusts can be an effective part of a comprehensive estate plan, particularly for those in a second marriage or a blended family. What Is a Marital Trust? A marital trust is a type of irrevocable trust and is crafted to benefit…
December 18, 2023
Beware of Social Security Scams using AI
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
November 8, 2023
Avoid Pitfalls when Transferring Property to Heirs
Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
August 21, 2023
Irrevocable Funeral Trust helps Families with expenses
An irrevocable funeral trust is a way of setting money aside to pay for your funeral and burial expenses.
August 14, 2023