Estate Planning

Pregnancy can be an exciting time. Yet, if you’re pregnant, you may understandably feel a little scattered and overwhelmed due to hormone changes and changes related to how you live your daily life. As a result, one important task may be overlooked as your family...

A “last-will-and-testament” is what most people think of when they hear the term “will.” It’s a legal document where you pick someone to manage your estate, spell out who gets your belongings and name a guardian for your minor children (if you have any). A regular...

The thought of creating an estate plan can seem overwhelming. Maybe that’s why the majority of U.S. adults don’t have one. While an estate plan takes some thought and consideration, breaking it down into its components can make the project more manageable. Why have an...

After receiving a terminal diagnosis, it can be overwhelming to consider what lies ahead. However, it’s important to know that this reality can also serve as an opportunity to plan and protect your loved ones’ futures by ensuring that your estate is in order. Estate...

Most people neglect their estate planning. The rate does increase as people get older, but studies still find that the majority of people do not have an estate plan right now. From the outside, you may be surprised to learn that so many people haven’t even written a...

There’s a very good chance that your estate is going to include some final debts. You can plan for some of these debts in advance. For instance, people sometimes attempt to pay off business loans or home mortgages as they get older, intent on clearing those debts...

As a will beneficiary, you may worry about the possibility of estate mismanagement by the executor during probate. This can happen for various reasons, including an inexperienced or negligent executor, poor financial decisions or even outright fraud. The consequences...

When many people write their will, they’re planning on an immediate transfer of assets. For instance, maybe you have two adult children and $200,000 to leave them. When you pass away, you assume that each of them will get $100,000 right away. This is a simple and...

As technology has advanced, many aspects of our personal and financial lives have moved online, resulting in the accumulation of digital assets. Digital assets are a relatively new phenomenon. Nevertheless, they have become increasingly important components of both...

As you draft your estate plan, you begin by listing out the assets that you want to pass on to your children. You may have a significant amount of financial assets that you’ve saved up. You hope it can provide some financial stability to the next generation. Maybe you...