December 8, 2021 •
Estate Planning 
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Read MoreNovember 23, 2021 •
Estate Planning 
One important aspect of estate planning is deciding what will happen to your home after you die. The answer might be fairly cut and dry if the home is fully paid for. If it’s not, though, you’ll need to consider the financial ramifications for your estate and for the person who inherits the home.
Read MoreNovember 18, 2021 •
Estate Planning 
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Read MoreOctober 15, 2021 •
Estate Planning ![]()
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreAugust 26, 2021 •
Estate Planning ![]()
Every estate that holds titled property must be probated if title to that property is not transferred using some other wealth transfer method.
Read MoreAugust 6, 2021 •
Estate Planning ![]()
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
Read MoreAugust 3, 2021 •
Estate Planning ![]()
The death of a family member or loved one is a tragic experience for many. While grieving, it is especially stressful because of the funeral planning and estate planning the immediate family will have to take care of.
Read MoreJune 24, 2021 •
Estate Planning ![]()
The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have now changed, and anyone who has anything to leave behind needs to plan their estate.
Read MoreFebruary 10, 2021 •
Estate Planning ![]()
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
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