Estate Administration
How to Handle an Inheritance
It can be fun to daydream what life would be like if you hit the Powerball for $1.7 billion, but for most people, windfalls aren’t quite as exciting.
November 14, 2023
Estate Planning
What Should I Know About a Trustee?
A trustee is a person or entity who’s appointed to manage assets held in trust on behalf of a third party. There are few formal restrictions on who can serve as a trustee.
October 25, 2023
Estate Planning
What are the Benefits of Making a Living Trust?
There are some significant benefits of creating a living trust.
August 4, 2023
Asset Protection
Estate Planning for Today’s Modern Blended Family
The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions.
July 28, 2023
Estate Planning
Why is a Will So Important as I Age?
If you die without a will, you die “intestate” and your assets will be distributed according to your state’s law. That could result in a distribution you didn’t intend.
July 21, 2023
Estate Planning
When is a Trust a Good Idea?
If having assets distributed outright to a beneficiary could cause potential problems, there are several reasons to think about creating a trust.
July 19, 2023
Asset Protection
Estate Planning Includes More Than a Will
The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.
July 14, 2023
Asset Protection
Estate Plans Require Preparation for Success
One major misconception is we simply can tell loved ones what we want to happen for the purposes of health or property distribution and family members can ensure that those wishes are followed.
June 30, 2023
Estate Planning
What Does “Power of Attorney” Mean?
A power of attorney is a legal document that gives a person the authority to act on another’s behalf.
June 29, 2023
Estate Planning
What if My Executor Dies?
When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?
June 27, 2023