It Is Important to Update Your Estate Plan?
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
January 6, 2023
Can Estate Plan Be Created without My Spouse?
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
January 6, 2023
Are My Children Entitled to My Money?
Adult children may anticipate but are not legally entitled to an inheritance.
January 2, 2023
What Documents are Needed in an Emergency?
If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
December 26, 2022
Costly Mistakes Women Make with Social Security
Retirement planning is an integral part of long-term financial wellness. For women, the process can be especially fraught.
December 26, 2022
The Basics of Estate Planning
Estate planning might sound like something just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.
December 26, 2022
How Do You Stop a Sibling from Stealing an Inheritance?
The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience if there are complicated estate issues to sort out.
December 23, 2022
Is an Estate Plan Battle Looming?
If you own any property at all, you probably know about estate planning. You can decide what happens to your assets after you die, of course.
December 16, 2022
Can Executor Take the Money and Run?
Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.
December 16, 2022
Does Estate Plan Need a Trust?
Trusts are sometimes offered as a ‘cure all’ solution to estate planning problems. It is true that some issues lend themselves to the use of trusts.
December 16, 2022
