Latest Blog Posts

Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help

Posted on: August 31st, 2018
A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1) your home; (2) financial accounts, like your checking and savings account; and (3) personal property. Other types of assets - such as life insurance, retirement funds, and annuities - should also be considered as part of your estate plan....

What is a living Probate?

Posted on: August 29th, 2018
What is a living Probate?...

Do you really need a trust?

Posted on: August 28th, 2018
One of the primary advantages of having a trust is that it provides the ability to bypass the publicity, time, and expense of probate. ...

Do You Really Need A Will

Posted on: August 27th, 2018
Without a will or other estate plan - referred to as intestacy - you have no control and your state’s rules determine who gets what after your death....

Can You Bequeath Your Frequent Flyer Miles?

Posted on: August 24th, 2018
If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. ...

Intestate

Posted on: August 23rd, 2018
Folks who die “intestate” are those who die without having created their own estate plan. As a result, state intestacy laws rule, determining who gets what....

Why should I avoid probate?

Posted on: August 22nd, 2018
Why should I avoid probate?...

Young Adults Need Estate Planning, Too

Posted on: August 18th, 2018
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level. ...

Does My Estate Plan Need to Include My Vacation Property?

Posted on: August 17th, 2018
Having a comprehensive estate plan puts you in control and lets you determine who will receive your property, regardless of where it’s located. ...

Is probate bad?

Posted on: August 15th, 2018
Is probate bad?...

How Does an IRA Fit Into Your Estate Plan?

Posted on: August 14th, 2018
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone?...

Tips for Working with a Law Firm

Posted on: August 13th, 2018
When you hire an attorney for estate planning, help with a loved one’s estate, or any other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value....

How Does My Annuity Fit Into My Estate Plan?

Posted on: August 10th, 2018
Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your financial advisors. But, you might still be wondering what happens to those annuity payments upon your death....

Estate Planning That Expresses Who You Are - 5 Things to Talk About with Your Family

Posted on: August 8th, 2018
You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles. ...

Kids Going Away To College? Why You Should Include Estate Planning in the Preparations

Posted on: August 3rd, 2018
You've probably focused on the fact that, having graduated from high school, your kid's an adult now—meaning that your child's going to spread her wings. But what is essential to remember: At 18, a college student may still want her mom and dad her side if she gets sick, but legally, decisions for medical care are hers alone....
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