Begin Your Estate Plan before a Health Emergency
Starting your estate plan before a health scare is of paramount importance, as it provides you with the peace of mind and…
The Benefits of Charitable Planning
Incorporating charitable planning into your estate plan can offer a range of important benefits, providing a meaningful way to shape your legacy…
Revocable Trust vs. Testamentary Trust: What’s the Difference?
A trust document is a legal document that dictates a variety of terms and conditions. It specifies the assets that are being…
What are Beneficiary Designations?
People who want to protect their estate assets and ensure that their wishes are upheld after they pass away will often meet…
Estate Planning for Unmarried Couples
Estate planning is a crucial process for ensuring that your assets and wishes are protected and carried out as you desire, regardless…
Risks and Considerations: Deed with Life Use vs. Asset Protection Trust for Estate Planning
When it comes to estate planning, both a Deed with Life Use (Life Estate Deed) and an Asset Protection Trust are legal…
Inheriting a Retirement Account: Considering the Beneficiary Options for Children and Grandchildren
The decision of who should inherit a retirement account is not one to be taken lightly, as it involves a thoughtful evaluation…
Do Young Families Need an Estate Plan?
Young families may not always prioritize estate planning due to their busy lives and the perception that estate planning is more relevant…
Guiding Executors: 5 Helpful Tips for Handling Estate Administration
As an executor, you play a crucial role in administering someone’s estate after their passing. Here are some tips to help you…
Tips for Avoiding Guardianship or Conservatorship with Proper Estate Planning
Avoiding guardianship or conservatorship through estate planning is important for several reasons. Firstly, guardianship and conservatorship involve a court-appointed individual making decisions…