November 17, 2025 •
Estate Planning 
People often think they can figure out their estate plan later – when they are older, richer, sicker, free from debt and the list goes on.
Read MoreNovember 14, 2025 •
Estate Planning 
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
Read MoreNovember 13, 2025 •
Estate Planning 
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or estate plan.
Read MoreNovember 13, 2025 •
Estate Planning 
When documents and account forms do not agree, the institution pays the beneficiary on file, not the person named in your will.
Read MoreNovember 12, 2025 •
Estate Planning 
Because so many aspects of modern life are managed online, laws have been enacted to protect how digital accounts are accessed during life and after death.
Read MoreNovember 10, 2025 •
Estate Planning 
A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
Read MoreNovember 7, 2025 •
Estate Planning 
Beyond not making a will at all, here are the biggest mistakes estate planning attorneys see clients make.
Read MoreNovember 6, 2025 •
Estate Planning 
It may sound like the plot for a blockbuster movie. However, it’s the real-life legacy of late Zappos founder Tony Hsieh.
Read MoreNovember 5, 2025 •
Estate Planning 
Your photos, messages and accounts can become locked boxes after you die; a simple plan turns them into gifts your family can actually open.
Read MoreNovember 4, 2025 •
Estate Planning 
A retired farmer has one child working on the farm, while a second child lives far away. The man thinks he doesn’t need a will because his situation is straightforward, and the children will work things out since they’re smart and respectful. This approach is asking for trouble on many different levels. The article, “If you’re relying on your kids to ‘just figure it out’ after you’re gone, here’s your wake-up call,” appearing in Tri State Alert, explains just how many problems this mindset can create. Even before addressing the distribution of assets, the family may face a long-term care…
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