What to Do When a Spouse Dies
“Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.” The death
May 18, 2023
What Is Probate?
Unless they’ve experienced it themselves, most people don’t know what happens after the funeral is over and mourners return to their lives. A recent article
April 28, 2023
What Is Included on a HIPAA Authorization Form?
A HIPAA authorization is a detailed document in which specific uses and disclosures of protected health are explained in full.
March 10, 2023
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
March 1, 2023
How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
March 1, 2023
Why Change the Executor of Your Will?
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
February 23, 2023
Do I Need to Name a Life Insurance Beneficiary?
What Is a Beneficiary and How Do I Name One?
February 6, 2023
What Happens When Property Is Owned Jointly and an Owner Dies?
Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).
February 6, 2023
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 20, 2023
What Is a ‘Residuary’ Estate?
In simple terms, a residuary estate is any part of your estate that hasn’t been distributed to your heirs through a last will and testament.
January 13, 2023
