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How Do I Handle Inheritance?

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

Posted on: September 11, 2020

What Does Pandemic Estate Planning Look Like?

The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”

Posted on: September 10, 2020

Should I Let The State Write My Will?

Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.

Posted on: September 8, 2020

Why Should I Think about My Death?

Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.

Posted on: September 4, 2020

What Happens If I Don’t Fund My Trust?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: September 3, 2020

What Basic Estate Planning Documents Do I Need?

At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.

Posted on: August 28, 2020

Why Everyone Needs an Estate Plan

If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.

Posted on: August 20, 2020

Can I Add Real Estate Investments in My Will?

All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.

Posted on: August 12, 2020

Why Is Trust Funding Important in Estate Planning?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: August 11, 2020