Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
Probate Questions and Answers
Most people know one thing about probate: that they want to avoid it. But why? What is probate, anyway? Is it really as bad as people make...
How to Talk to Aging Parents About Estate Planning
Fall is ending, and the New Year is just around the corner. The holidays are a complex time of year, full of family gatherings, financial...
Estate Planning Impacts the Entire Family, and Here’s How…
Less than half of U.S. adults have an estate plan, and the predominant reason is avoidance. Folks don’t want to face their own mortality,...
Estate Planning for Unmarried Couples
When the topic of estate planning comes to mind, you may envision a married elderly couple with children. In actuality, many people do not...
The Power of Power of Attorney: Why You Need One Today
The Power of Attorney (POA) is a very powerful document that should be an important part of your estate planning. If you were to become...
Estate Planning for Singles: 3 Tips to Get Started
There's a common misconception that you only need an estate plan if you have a spouse or children. However, this could not be further from...
3 Documents to Include in Your Estate Plan
It’s common for people to hear “estate plan” and assume that it’s an individual's last will and testament. However, an estate plan is so...
Estate Planning for Millennials: A Guide to Getting Started
A global pandemic, marriage, becoming parents, and just wanting to protect your assets are just some of the reasons that millennials are...
Revocable and Irrevocable Trusts – What’s the Difference?
While most of us have heard of “trusts,” few understand the differences between the various types of trusts, specifically revocable and...
Estate Planning For Your Second Marriage: 5 Mistakes to Avoid
While we all go into marriage hoping and thinking it will last, the truth is that 50% of marriages end in divorce. So what about those who...
Digital Estate Planning: The Importance of Planning for Your Virtual World
We live in a digital world, where almost everyone has an online presence, as well as multiple passwords across multiple platforms. Even to...
Power of Attorney: How to Choose the Right Agent
The only thing more important than having a power of attorney in place, is who you choose to represent you and carry out your wishes in...
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