trust
Planning for the Financial Future of a Troubled Adult Child
Your 3-Step Guide Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult…
Caregivers, You’re Not Planning Just for Yourself
As a caregiver, your job is invaluable. You spend much of your time, money, and energy taking care of the needs of…
A Guide to the Top 12 Must-Have Documents
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a…
We All Need a Yearly Checkup: Your Estate Plan Does Too
One of the main reasons for getting an annual physical is to detect and treat problems before an illness or health condition…
How Estate Planning Can Help You Dream About Your Future
A dream without a plan is simply a wish. Estate planning is not just about death and taxes — it puts you…
Which Distribution Method Is Best? Showing Your Children the Love
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of…
Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most…
My Trust is Signed, No Probate for My Family, Right?
Planning ahead has obvious benefits. Whether you’re planning a vacation or researching for a job interview, it’s always smart to outline your…
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have…
Is Your Estate Plan Unfinished? Don’t Wait to Complete This Important Process
For most people, thinking about one’s own mortality is unpleasant and low on the list of priorities. While you may objectively recognize…