Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
7 Reasons to Update Your Estate Plan
One of the biggest mistakes that someone can make in terms of estate planning is not updating their plan after certain life events. There...
What is a Living Trust? and Other Questions About Living Trusts
Estate planning is a hard topic to talk about, but no matter your age or wealth, it is smart to have a plan in place should the unexpected...
Getting Divorced? Don’t Forget to Update These Four Estate Planning Documents
Growth is a mandatory part of life. As you age, your life expands and changes. Often these changes come slowly, but sometimes tectonic...
How Biden’s Tax Proposal Changes Could Affect Your Estate Plan
While on the campaign trail, then-presidential candidate Joe Biden presented a tax plan that promised to return the federal estate and...
Top Four Estate Planning Mistakes to Avoid
When it comes to estate planning, even the smallest error can cost you. It’s not just your life’s work that is at stake, but your family’s...
What Does an Executor (aka Personal Representative) of an Estate Do?
When someone passes, any remaining debts of a person’s estate must be paid. In order for a person’s beneficiaries to receive any remaining...
Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Needs
You probably have a lot on your mind as your high school senior prepares to graduate. College applications, campus visits, and trips to a...
The Risks Associated with Handwritten Wills
Wills have been around far longer than word-processing technology and, of course, they were originally prepared by hand. It should come as...
Pet Trust: How to Include Your Pet in Your Estate Plan
Estate planning exists to protect the people and things you care about the most, but when you consider wills and trusts, have you...
Estate Planning Fact & Fiction: 7 Surprising Truths
It’s easy to plan your life while you’re still roaming this planet. Putting together a grocery list for tomorrow night’s dinner; booking a...
Probate & Trust Administration: 5 Common Questions, Answered
Most people don't know much about probate, except that they want to avoid it. In our recent workshop for probate administrators and...
Get the Facts About Wills and Trusts
At their core, wills and trusts are both estate planning tools people use to protect their assets and their families. These documents are...
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