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Steps to Take for End-of-Life Planning

It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.

Posted on: February 6, 2023

Why Change the Executor of Your Will?

While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.

Posted on: February 3, 2023

Is Handwritten Instruction in Bible Valid to Update a Will?

A state appeals court has ruled that a handwritten instruction in a Bible that included only the first name of the writer was a valid codicil that changed a will.

Posted on: February 2, 2023

What Happens When There Is No Will?

Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.

Posted on: February 1, 2023

Why You Need a Secondary Beneficiary

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.

Posted on: January 31, 2023

a landscape picture of a warehouse with cattle

How to Plan a Business Succession

A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.

Posted on: January 30, 2023

What Happens When Property Is Owned Jointly and an Owner Dies?

Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).

Posted on: January 27, 2023

Some Expenses are Paid by Estate and Some by Beneficiary

If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.

Posted on: January 26, 2023

These Celebrities Didn’t have Wills…But You Should

When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.

Posted on: January 25, 2023

Can I Protect My Family after Death?

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

Posted on: January 24, 2023