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Is an Estate Plan Battle Looming?

If you own any property at all, you probably know about estate planning. You can decide what happens to your assets after you die, of course.

Posted on: December 23, 2022

Do I Need a Last Will and Testament?

A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.

Posted on: December 22, 2022

Can Executor Take the Money and Run?

Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.

Posted on: December 21, 2022

Giving to My Favorite Charity in Estate Plan

Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.

Posted on: December 20, 2022

Why Would I Need a Post-Nup?

While couples might sign a prenuptial agreement before they’re married and a “post-nup” after, it’s more than just the timing that differentiates these arrangements, experts say.

Posted on: December 19, 2022

What Trust Documents are Needed in an Emergency?

If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.

Posted on: December 15, 2022

Should You Agree to Being a Guardian?

You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.

Posted on: December 15, 2022

The Basics of Estate Planning

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.

Posted on: December 13, 2022

Do I Need a Trust, or a Last Will and Testament?

One of the most common questions people ask about estate planning is whether they should be using a revocable trust instead of a last will and testament.

Posted on: December 12, 2022

Can You Prevent Will from Being Contested?

From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.

Posted on: December 9, 2022