August 27, 2021 •
Estate Planning ![]()
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
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 20, 2021 •
Estate Planning ![]()
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
Read MoreAugust 17, 2021 •
Estate Planning ![]()
The conversation about being prepared for the passing of a partner can be difficult to have but navigating the issue can be more complicated for LGBTQ+ families.
Read MoreAugust 16, 2021 •
Estate Planning ![]()
An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary hassle and expense–as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreAugust 13, 2021 •
Estate Planning ![]()
Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.
Read MoreJuly 31, 2021 •
Estate Planning 
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
Read MoreJuly 14, 2021 •
Estate Planning ![]()
I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
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 MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
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