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How To Manage a Will and Trust
Understanding Wills and Trusts in Estate PlanningThe Role of a Last Will and Testament“By definition, a Will accounts for a person’s wishes of how their …
Can I Be Sure My Estate Plan Works?
Avoiding Common Estate Planning Mistakes“Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take …
Estate Planning Is a Gift and a Legacy for Loved Ones
Importance of End-Of-Life Planning “Talking about death makes most of us uncomfortable, so we don’t plan for it. That’s a big mistake, because if you …
Still Procrastinating About Your Estate Plan?
The Importance of Estate Planning During the COVID-19 Pandemic “Without an estate plan in place, clients will be reliant on state laws and probate courts …
What Must Be Done When a Loved One Dies?
Navigating Financial Affairs After a Loved One’s Death “It can be hard to move through your daily life after someone you love dies. It may …
Update Will at These 12 Times in Your Life
When to Update Your Will: 12 Life Events to Consider “It is also important to realize that it isn’t merely ‘why’ you are updating your …
Elder Financial Abuse Fraud Occurs, When No One’s Watching
The Dangers of Unsupervised Financial Control “Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, …
What Exactly Does an Executor Do?
Understanding the Executor’s Role in Estate Planning “Whether you’re planning ahead for your own heirs or have been asked to serve as executor for someone …
Steps To Take When a Loved One Dies
Navigating Estate Management After a Loved One’s Death “When a member of your family dies, you could be left to pick up the financial pieces. …