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Why Should I Update My Estate Plan?

Estate planning is making decisions today for what you want to happen in the future.

Posted on: December 6, 2021

What If Account has No Named Beneficiary?

My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?

Posted on: November 15, 2021

What Do I Need in My Estate Plan?

An effective estate plan uses a collection of documents and teamwork to protect one’s assets and personal property. An effective estate plan also explains and carries intentions of how to pass control down to successors in the event of your absence.

Posted on: November 11, 2021

What is the Difference between a Trust and a Will?

No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.

Posted on: November 5, 2021

Estate Planning Mistakes to Avoid

According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.

Posted on: November 1, 2021

When Should You Update Your Estate Plan?

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.

Posted on: October 29, 2021

Is It Better Not to Have a Will?

Estate planning is one of the most local areas of the law. It might be second only to criminal law in this respect. This means that the specific rules governing estate planning, testate inheritance and intestate transfers vary widely from state to state, and even sometimes between cities.

Posted on: October 22, 2021

If I Have a Will, Do I Have an Estate Plan?

While a will is often part of an estate plan, an estate plan covers much more ground.

Posted on: October 21, 2021

When Should You Fund a Trust?

For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.

Posted on: October 14, 2021

Where Do You Score on Estate Planning Checklist?

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.

Posted on: October 12, 2021