Estate Planning
Do You Need a Will or a Trust?
The New Year is a chance to reflect on the past and to make changes to the future.
February 17, 2025
Estate Planning
How Dying Without a Will Leaves Heirs an Extra Dose of Grief
People can avoid messy family fights by preparing a will. It needn’t be a complicated document.
February 14, 2025
Estate Planning
Managing a Parent’s Estate After Their Death
Navigating the process of managing a parent’s estate requires understanding your legal responsibilities and the steps to settle their affairs.
February 11, 2025
Asset Protection
How to Locate Missing Assets in Estate Administration
Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.
February 5, 2025
Estate Planning
The Executor’s Checklist: Key Responsibilities and Timelines for Probate
Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.
January 31, 2025
Asset Protection
Estate Planning Steps to Contemplate in 2025
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
January 24, 2025
Estate Planning
How to Avoid a Will Contest in Six Steps
Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
January 10, 2025
Estate Planning
How to Avoid Estate Planning Mistakes in 2025
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
January 7, 2025
Charitable Planning
How Does a Trust Work in an Inheritance?
Trusts should be in your estate plan if privacy is important to you. Most people don’t know their wills become public documents as part of probate.
January 3, 2025
Estate Planning
Can Unmarried Couples Plan for Aging Together?
Eventually, most older couples will face health crises and the need for caregiving. If they haven’t vowed their mutual marital commitment ‘til death us do part,’ their roles and responsibilities can be murky.
January 1, 2025