Estate Planning

Are you a first-time estate planner? Planning your estate is an important step to ensure your wishes are carried out after your death. Estate planning involves creating a will, setting up trusts, and other legal processes to make sure your assets are distributed according to your wishes. It can be a daunting task, especially for […]

Charitable giving is a great way to make a lasting impact on causes you care about and can be an important part of your estate plan. While it takes some effort to ensure that your wishes are carried out, it can be a rewarding experience for both you and the beneficiaries of your generosity. Here […]

Estate planning is an important part of financial planning that can help you protect your assets and minimize taxes. Estate planning is the process of deciding what will happen to your assets, possessions, and money after you die. By having an estate plan in place, you can ensure that your wishes are carried out, and […]

When it comes to estate planning, there are many benefits that one can take advantage of. It’s important for everyone to have an estate plan in place, regardless of age or financial standing. An estate plan is a set of legal documents that provide instruction on how to handle your finances, assets, and health care […]

Owning property in multiple states can be complex when planning an estate. With different state laws, tax rates, and regulations, careful consideration should be taken to ensure that your wishes are carried out in the event of your death. Here we will discuss how owning property in multiple states is handled in an estate plan. […]

If you have an estate plan, you’ve taken an important step toward protecting your assets and providing for your family in the event of your death. But where should you keep the documents for your estate plan? The answer depends on the type of documents you have. Some documents, such as a will, need to […]

Whether or not your estate plan is valid if you move to another state depends on the type of estate plan you have and the laws in the state you are moving to. In general, if you are moving to another state, it is important to check the laws of the state you are moving […]

Probate is the legal process of administering the estate of a deceased person and distributing assets to the designated beneficiaries. The process is supervised by a court, either through a local probate court or a superior court. During the probate process, the court reviews the validity of the deceased person’s will and resolves any disputes […]

When it comes to estate planning, one of the most important documents you can have is a trust. A trust is a legal document that allows you to control and manage your assets, both now and in the future. It can protect your assets from creditors, avoid probate, and provide for family members after your […]

Blending families can beautify life and make it a lovely journey once again. But a myriad of estate planning issues can spring up in the unfortunate event of divorce, incapacitation, or death. The good news? This article highlights how you can plan your estate and make robust changes upon divorce.  What Is Your Best Choice for Estate […]