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What Are Fiduciary Duties in Estate Planning?
Understanding the Role of a Trustee in Estate Planning “As you plan how you will leave your estate, it is important to your family’s future …
There Is a Difference Between Probate and Trust Administration
Understanding the Key Differences Between Probate and Trust Administration “Probate and trust administration are not the same. There are important differences and similarities between administering …
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 …
Can Mom Leave a Home to a Daughter but Not Grandchildren?
Options for Passing Down Property Without Probate Court “If you want a legal plan that avoids probate court, there are two options: first, an enhanced …
What You Need To Know About Trusts
Understanding Trusts and Their Importance in Estate Planning “Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including …
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 …
How Does a Spendthrift Trust Protect Heirs From Themselves?
Protecting Heirs with Spendthrift Trusts “What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after …
Estate Planning Basics for Difficult Times
The Importance of Estate Planning During the Pandemic “With all these anxieties and unknowns weighing on your mind, it might feel like there’s suddenly a …
Retirement Planning and Declining Abilities
Navigating Cognitive Decline in Retirement Planning “When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs …
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