Estate Planning

CATAGORIES

Why Everyone Needs to Keep Their Estate Plan Updated

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...

Why Every Adult Needs a Living Will

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...

Creditors and Your Estate Plan

What Happens to Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...

3 Essential Questions to Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...