Estate Planning Blog
Estate Planning, Tax & Business Planning Blog
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...
Let’s Talk About Estate Planning…
Talking about estate planning with loved ones can feel unsettling for some. Unfortunately, the most difficult conversations are often the...
Estate Planning During a Pandemic
The Covid-19 pandemic has upended everyone’s lives in one way or another. Perhaps the only silver lining during this period of unknown is...
Irrevocable Trust vs. Revocable Trust: An Important Distinction
To understand the key differences between an irrevocable trust and a revocable trust, we must first understand what a living trust is in...
Estate Planning 101: Everything You Need to Know About Wills
A staggering fact is that about 60% of adults do not have a valid will in place. Although this statistic seems frightening, it is helpful...
What is a Revocable Trust & Do You Need One?
When people think of estate planning, they generally associate it with mortality. Although it’s true that you can’t take what you have...
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