What Do Your Kids Want to Inherit?

What Do Your Kids Want to Inherit

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.

Could Your Estate Plan Be a Disaster?

Could Your Estate Plan Be a Disaster

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.

The Benefits of a Good Estate Plan

The Benefits of a Good Estate Plan

Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.

Should I Have a Trust in My Estate Plan?

Should I Have a Trust in My Estate Plan

A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust.

What Is an Estate Plan?

What Is an Estate Plan

Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.

What Is the Purpose of a Guardian?

What Is the Purpose of a Guardian

A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.