Estate Planning

When you wrote your will, you carefully allocated your major assets to certain beneficiaries – including real estate, investments and more. You may have also made some very deliberate and thoughtful gifts to your loved ones, including items of significant emotional...

No one wants their legacy to be marred by family squabbles or – worse – litigation after they’re gone. However, maybe you’re planning to take steps in your estate planning that you know will be unpopular and may even give loved ones grounds to question whether you did...

If your parents passed away, you may know that their assets are going to be transferred on to their chosen beneficiaries. Ideally, they will have an estate plan to define who these individuals are. Otherwise, state laws take effect and assets are typically transferred...

As a responsible adult, you’ve taken – or will soon take – time to create a will and estate plan in hopes of making things easier for your family after you pass away. However, making this effort doesn’t always prevent disagreements from arising after a will creator’s...

Your will defines the future of your estate, serving as a roadmap for the distribution of your assets and the fulfillment of your wishes. However, several common mistakes in the process of drafting this crucial estate planning document can disrupt your intentions and...

Estate planning can ensure your affairs are in order, especially when it comes to matters of life and death. One crucial component that can often get overlooked is healthcare directives.  Healthcare directives specify your preferences for medical care and...

Estate planning isn’t just about designating how your assets will be distributed among your heirs and other beneficiaries. A thorough estate plan also includes provisions for a time when you may be seriously injured or ill and not able to make your own decisions.  A...

Estate planning is a process that allows people to designate how their assets are distributed after death. This process often prevents issues for beneficiaries and allows the person who creates an estate plan - called the testator - to rest easy knowing their last...

A trust is a critical component in an estate plan that serves multiple purposes, from asset management to tax benefits. Essentially, a trust is a legal arrangement where one party, known as the trustee, holds and manages assets for the benefit of another party, the...

The person you name to act as executor of your estate will take charge of handling and distributing your estate when you die. While a probate court will, in most cases, oversee the process, the executor still has a lot of scope to act, so you need to choose the right...