Estate Plan Guide Archives

Category: Estate Plan Guide

Magnifying glass sitting on top of papers

Beneficiary

What Is a Residuary Clause and Why Is It Important?

With a residuary clause, you can intentionally disburse any items inadvertently left over to a named beneficiary or group of beneficiaries.

April 24, 2024

Asset Protection

What Happens to Real Estate With a Mortgage When I Die?

Your mortgage does not simply disappear when you die. A few different scenarios can unfold, depending on the estate plan instructions.

April 22, 2024

Grandfather inspired by child whispering in ear while holding flowers

Estate

Inspiring Action: The Guide to Creating or Updating Your Estate Plan

Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential there is to be caught unprepared

April 17, 2024