Estate Planning Blog
12 Critical Estate Planning Mistakes
If you want to ensure that your estate plan properly protects and provides for your heirs, it is...
How To Value Items at Death
If you're named an executor of an estate, part of your job is to oversee the valuation of assets....
Leaving Your Estate to Your Grandchildren
If you’re a grandparent with assets that you plan to leave to your grandchildren, it’s important...
What exactly does an Executor do? (Checklist)
If named the executor in a Will, you'll be the final administrator of a deceased person's estate...
Will Contest: Undue Influence and What You Need to Know
I've seen it time and time again, someone dies and divides up their assets among family and...
What happens to your digital assets after you die?
In this time of technology, privacy is more important than ever before, and protecting important...
What You Don’t Know About Estate Planning
Estate planning is the process of arranging for the management and disposal of your estate in the...
How to Choose Your Power of Attorney
Selecting a power of attorney (POA) is a crucial decision that can greatly impact your life and...
Making home safer for elderly loved ones.
With loved ones living longer and needing more care, many families struggle with the best way to...
Financial Planning for blended families
Blended families bring unique joys—but also unique challenges, especially when it comes to...
Wills vs. Trusts: Which is the right choice?
Most people don’t like to discuss their own demise. Frankly, it's not the most enjoyable thing to...
When you die without a Will or estate plan, here is what happens.
We all joke about “what if” scenarios, but life has a way of throwing us unexpected curveballs....