Managing a House After a Relative’s Death
Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.
Learn How Special Needs Planning Improves the Lives of People with Developmental Disabilities
March is Developmental Disabilities Awareness Month. It’s the right time to learn how special needs planning improves the lives of those with disabilities.
How an Estate Planning Attorney Can Bridge the Gap Between Generational Wealth
Generational wealth is only meaningful if it is preserved and transferred effectively. Estate planning ensures financial stability for future generations.
How Estate Plan Protects Your Family
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.
How Divorce Affects an Estate Plan: Key Steps to Update Wills, Trusts and Beneficiary Designations
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
Do not Procrastinate on Estate Planning Moves
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.
Keep Your Life Private and Avoid Probate with a Trust
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
Estate Planning Is More than a Last Will and Testament
Retirees are dropping the ball over crucial legal documents.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Common Estate Planning Mistakes and How to Avoid Them
Despite the importance of estate planning, many families delay it. They view it as complex or something only for the wealthy.
