Help! This Probate Is Taking Forever!
Creating a trust to hold accounts and property can avoid the long, complicated probate process.
3 Simple Ways to Avoid Probate Costs
The bad news: Going through probate court may lead to various expenses, including fees for attorneys, executors, appraisers, accountants, court filings, and other costs required by state law. The good news: Many costs can be reduced by avoiding probate altogether.
Planning for a Longer Life (and Legacy)
Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with […]
Smart Estate Planning for Blended Families
Amid shifting family structures, there is a good chance that you are part of a stepfamily, or know somebody who is. At its heart, stepfamilies embrace the unique challenges of […]
3 Powers to Consider Giving to a Trust Protector
Including in your trust a trust protector who will have the ability to make necessary adjustments to the trust provisions as circumstances, beneficiaries, and governing laws change is important.
Plan Smart, Live More: Test Your Estate Planning IQ!
Think you know everything there is to know about estate planning? Having a solid understanding can make a huge difference for you and your loved ones. Test your knowledge with […]
Your Family Is Not One-Size-Fits-All; Your Estate Plan Shouldn’t Be, Either
What comes to mind when you think of the typical American family? Today’s families take many different forms: Some are blended through divorce and remarriage while others are built through […]
Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning?
We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is […]
National Centenarians Day: Planning for a Longer Life (and Legacy)
Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with […]
Stepfamily Day: Smart Estate Planning for Blended Families
Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you are part of a stepfamily—or know somebody who is—which makes […]