Estate Planning
How Does Probate Work?
A new report, titled The State of Probate in America, finds many Americans badly misinformed about basic facts of probate.
October 2, 2024
Estate Planning
Sharing Family Values in Your Estate Plan
Preserve your family values through estate planning. Learn how trusts and open conversations can ensure your legacy reflects your life’s principles.
October 1, 2024
Asset Protection
What’s an LLC and Why Create One for Your Business?
Discover the benefits of forming an LLC for your business, including liability protection, tax advantages, and flexible management options.
September 30, 2024
Asset Protection
What are the Essentials of Estate Planning?
Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust.
September 27, 2024
Estate Planning
Relocating in Retirement? What You Need to Know before You Go
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
September 26, 2024
Asset Protection
Is It Common for Siblings to Fight Over Inheritance?
When there’s bad blood over an inheritance, you can challenge the trustee—but try talking first.
September 25, 2024
Estate Planning
What’s the Difference between Primary and Contingent Beneficiary?
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
September 24, 2024
Estate Planning
Increase in Estate Planning for Gen-Z
Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
September 23, 2024
Elder Law
Only 32% of Americans Have a Will
Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
September 20, 2024
Estate Planning
What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?
You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.
September 19, 2024