Blog
Preventing a Will Conflict
When planning your estate and creating a will, one important consideration is preventing a contest to your will and preserving peace within…
Retirement and Estate Planning: Pitfalls to Avoid
One of the most significant impacts of retirement on your estate plan is the change in income and assets. When you retire,…
Why Updating Beneficiaries is Important to Estate Planning
Updating beneficiary designations is an essential part of estate planning, particularly when it comes to retirement accounts such as IRAs and 401(k)s….
How to Select the Best Fiduciary for Your Estate Plan
Choosing the right fiduciary for your estate plan is an important decision that should be made carefully. A fiduciary is a person…
What are the Responsibilities of a Trustee of a Revocable Living Trust?
A trustee of a revocable living trust is responsible for managing the assets and affairs of the trust during the grantor’s lifetime…
Reading of the Estate Plan: Who Should Meet with the Lawyer?
People often wonder, who should meet with the lawyer for the reading of the estate plan? While the idea of a dramatic…
What Happens to Your Parent’s Debt When They Die?
The death of a parent is a difficult time for anyone, and dealing with their finances can add additional stress and confusion….
The Role of a Letter of Intent in Your Estate Plan
While a letter of intent is not a legally binding document, it can be an important part of an estate plan and…
Estate Planning for Individuals with Disabilities: Special Considerations to Keep in Mind
Estate planning is essential for everyone, but people engaging in estate planning for individuals with disabilities have special considerations to keep in…
Don’t Consider Yourself Rich? Top Ideas for Creating a Legacy
As people get older, they may think about how they want to be remembered and what they want to leave behind after…
