Estate planning isn’t something that many people like to think about. Whether they’ve been misled by a common misconception that estate planning is only for the rich and elderly, or they simply don’t want to plan for a future they won’t be a part of, it often falls...

When you have a child or family member in your life that has special needs, taking care of them now and in the future requires careful planning and consideration. While an estate plan that includes a will or trust can clarify your wishes and designations for assets...

Trusts are an important legal tool that can shield your hard-earned assets and property. Unfortunately, most people believe the misconception that trusts are only for the elderly or the rich, which simply isn’t true. A trust is for any person who has something of...

If you’re starting to think about getting your affairs in order, or if you have been looking into some different ways to protect your assets, you may have come across mentions of revocable and irrevocable trusts. Particularly if you are not familiar with these legal...

Making a will isn’t typically the first thing on someone’s to-do list. In fact, 67% of Americans have no estate plan. This is usually because of some common misconceptions related to wills, like that they can be and should be completed later on in life, or that...

If you’re like most people, it can be difficult to imagine a time when your family members and loved ones must pick up the pieces and move on with life without you. However, making specific and legally enforceable preparations now for that time can give you peace of...

FAST FACTS It's important to update your estate documents frequently, especially your financial power of attorney. Even if your documents are current and updated for five years now, once your financial power of attorney is three and a half years old, banks won't honor...

FAST FACTS A will or revocable trust can be challenged or contested. The party will be able to file a petition with the probate court. While we generally try to avoid probate, the choice is up to you. And if it makes a difference between owning 50% and 100% of an...

FAST FACTS Update your estate plan when it's necessary. You may not pay a price today for missing estate planning updates, but you will pay a larger price down the road. While you don't have to update your estate plan, the same way you don't need to get your oil...

FAST FACTS Non-children, organizations, and friends as beneficiaries are all possible options when splitting your assets. You can give a nominal amount of money or a percentage to each person. Be mindful that giving a percentage may leave an undesired amount of money...