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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 …
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 …
Protecting a Digital Legacy
The Importance of Protecting Your Digital Legacy “The world exists just as much online, as it does offline. Failing to recognize that when planning for …
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 …
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 …
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. …
Elder Abuse Continues as a Billion-dollar Problem
Protecting Yourself from Elder Financial Fraud “The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but …
Does Your Estate Plan Need a Will or a Trust or Both?
Revocable Trust vs. Will: An Overview “One of the most fundamental choices you can make as you’re thinking about how to pass your assets on …
Top 10 Reasons To Get Going on an Estate Plan
Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …
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