AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
Why “Just a Will” Is Never Enough
3 Essential Questions to Ask Before Creating Your Will Online
How To Choose the Right Trustee
What Your Last Will & Testament Will (And Will Not) Do—Part 2
What Your Last Will & Testament Will (And Will Not) Do—Part 1
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
Probate: What It Is & How To Avoid It—Part 2
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
Will and Trusts
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
This article is part two of a two-part series on the benefits of putting your home in a trust. Part one of this series ran on December 10, 2021. If you are like many homeowners, your home is likely your…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and…
10 Things You Should Know About Living Wills
When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a “last will and testament,” which is also known simply as a “will.” But you may have…
Think You Are Too Young to Need An Estate Plan? Think Again.
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes is related to estate planning. For the first time since the study’s inception, Caring.com’s 2021 Wills…
Why You Need a Trust – Even if You Aren’t Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of…
With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats proposed a number of significant tax increases and…
Proposed Changes To Tax Laws That Will Impact Estate Planning—Part 1
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax laws. Specifically, the Democrats have proposed a number of significant tax increases…
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 2
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of hair, soothing baritone voice, and folksy demeanor as he was…
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures —Part 1
As the host of the wildly popular The Joy of Painting TV series on PBS, Bob Ross became a pop-culture icon, who was equally famous for his giant head of hair, soothing baritone voice, and folksy demeanor as he was…
Estate Planning 101: Wills vs. Trusts
Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets to your loved ones upon your death,…
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