Estate Planning
What If You Don’t Have Anyone to Be Your Executor?
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
August 2, 2024
Estate Planning
How Long Does It Take to Distribute Assets and Close an Estate?
Understanding estate administration makes it easier to honor the wishes of your deceased loved one.
July 23, 2024
Estate Planning
How Your Estate Plan Addresses More than Money
Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.
July 18, 2024
Asset Protection
Trusts Prevent Delays for Loved Ones
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
July 15, 2024
Estate Planning
What Happens If You Inherit a Parent’s House?
Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.
July 12, 2024
Asset Protection
Estate Planning Checklist to Keep You Focused
For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.
July 5, 2024
Estate Planning
What Happens When Executors Keep Beneficiaries in the Dark?
Is it unusual that named beneficiaries would not be given copies of or, at the very least, be allowed to view the will?
July 4, 2024
Asset Protection
Estate Planning and Your Second Home: What Should You Know?
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
July 1, 2024
Estate Planning
Unlocking the Potential of Small Estate Probate
This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.
June 18, 2024
Estate Planning
Pros and Cons of Probate in Estate Planning
The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.
June 6, 2024