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Estate Planning Checklist: How to Get Your Affairs in Order
Want to better understand estate planning basics? Read on for a checklist of steps to take and documents to use when planning your affairs.
Should You Put Your House in a Trust?
Thinking of putting your house in a trust? This article will help prepare you for discussions with your financial advisor or estate attorney.
What is a Will, What Does it Include, and Why Do You Need One?
In this post, we’ll discuss what a will is, why you need one, and situations calling for updates to this important document.
What is Probate, and How Does it Work?
Probate is the legal process used to administer a person’s estate following their death. Learn how to streamline—or even avoid probate altogether!
Living trust vs. will: which do you need?
Wills and trusts help ensure your assets are smoothly transferred to heirs upon your death and/or mental incapacitation. Which option is right for you?
What Happens If You Die Without a Will?
Dying without a will is called "intestacy," and it can cause several challenges for family members left behind. Read all about them here.
Inheritance Tax Management: Preservation Strategies
Learn all about inheritance taxes, various types, and key strategies on how to minimize (or even avoid!) them.
The 9 Biggest Estate Planning Mistakes to Avoid
Avoid these common estate planning blunders to save your heirs time and money and prevent unnecessary friction between family members.
Conservatorship: What It Is and How It Works
Google “Britney Spears” and “Brian Wilson” and articles about conservatorship will likely pop up. This post discusses how conservatorship works and much more.