Estate Planning Blog

You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.

An RLT, like any trust, is a method of holding property where the ‘legal’ aspect of ownership is separated from its ‘beneficial.’

Learn the pros and cons of using revocable trusts to protect your assets and your privacy, and how they differ from wills.

Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.

March is Developmental Disabilities Awareness Month. It’s the right time to learn how special needs planning improves the lives of those with disabilities.

Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.

Though generally not as trendy as hitting the gym or planning summer vacations, such estate planning assurances bring peace of mind and create legacies of thoughtfulness for our loved ones.

Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.

If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.