July 16, 2021 •
Estate Planning ![]()
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Read MoreJuly 1, 2021 •
Estate Planning ![]()
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
Read MoreApril 26, 2021 •
Estate Planning ![]()
While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
Read MoreFebruary 24, 2021 •
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When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.
Read MoreJanuary 14, 2021 •
Estate Planning ![]()
A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…
Read MoreDecember 25, 2020 •
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In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
Read MoreNovember 13, 2020 •
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Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
Read MoreOctober 29, 2020 •
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Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
Read MoreOctober 22, 2020 •
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It’s difficult to go a few hours without interacting with a digital account. Whether that is email, online banking or social media, many daily tasks involve digital informational storage.
Read MoreSeptember 25, 2020 •
Estate Planning ![]()
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
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