Do I Need a Will or Trust?
Everyone needs a will, trust, or both to ensure your legacy is passed on in the way you intend. A well-drafted plan ensures that what you do have is not ...
Did you or a Loved one Make any of These Five Critical Estate Planning Mistakes?
Sadly, most Americans are indifferent to estate planning or completely ignore the issue. When it comes to estate planning, however, there are just some mistakes that you cannot afford to ...
Three Tips for Protecting Your Important Legal Paperwork in a Natural Disaster
The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United States suffered some serious natural disasters. These acts of nature can ...
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s ...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan prepared because ...
What is an Inheritor’s Trust?
When it comes to estate planning there are several types of tools you can use, depending on your circumstances. One such estate planning tool is the trust. There are numerous ...
Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new ...
Murphy’s Law and Estate Planning
As the old adage goes “anything that can go wrong, will go wrong.” Referred to as Murphy’s law, this well-known saying has no mercy. Sadly, estate planning is no exception ...
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and ...
How to Successfully Make a “Large” Gift to Your Children or Grandchildren
What constitutes a “large” gift can be relative. If you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is ...