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What Do I Need to Know Before Becoming an Estate Executor?

While it is an honor to be selected as an executor, executing a will takes more work than you might think.

Posted on: August 20, 2019

Dissolving the Mystery of Probate

Probate is not always an efficient process. However, it is the way to properly dispose of an individual’s property after they have died. It gives the necessary stamp of approval that the will is legitimate, and the executor has been confirmed.

Posted on: August 19, 2019

What Are the Biggest Estate Planning Questions I Need to Answer?

The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans. Afterall, they’re not rich, so why make the effort?

Posted on: August 16, 2019

Protecting Your Family’s Inheritance

We all want the best for our family. We work hard to provide for them. Make sure your hard work continues to provide for them once you are gone, by investing in thoughtful estate planning.

Posted on: August 15, 2019

What Estate Planning Documents Do I Need, When I’m Diagnosed with a Serious Illness?

If you or a loved one is living with a chronic disease, such as Parkinson’s, multiple sclerosis, or Alzheimer’s, your estate planning likely should reflect that challenge.

Posted on: August 14, 2019

Avoiding a Family Feud When Choosing a Power of Attorney

Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without them.

Posted on: August 13, 2019

What is Portability and How Does It Impact Estate Planning?

There is often a great deal of confusion about the term “estate taxes” when someone passes away. What exactly are they? Who pays them? When are estate taxes due? How do they get paid and to whom?

Posted on: August 12, 2019

How Does a Life Estate Work?

When you use a life estate, how does it work? What are the restrictions and who pays the property taxes and other expenses for the home?

Posted on: August 9, 2019

What Kind of Money Do I Need to Put into a Special Needs Trust for my Child?

Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.

Posted on: August 8, 2019