Preventing Family Conflict and Disputes Over Your Estate Plan
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. No one wants…
One of The Greatest Gifts to Your Family is The Plan for Incapacity
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not…
Why Putting Your Family Home In A Trust Is A Smart Move – Part 2
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…
How to Pass Down Your Family Wealth Legacy During the Holidays
As you likely already know (but may not have given much thought about) the most important inheritance you provide is so much more than the money you’ll leave behind, but…
Why Putting Your Family Home In A Trust Is A Smart Move – Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home…
How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours… in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the…
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning…
10 Things You Should Know About Living Wills
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is…
Think You Are Too Young to Need an Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For…
Estate Planning Must-Haves for Parents – Even If You Have Legal Documents
A comprehensive estate plan – which we prefer to see as a Life and Legacy Plan – can protect what matters most to you. For many, this means everything you…
