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8 Steps to a Basic Estate Plan
An estate plan is a set of legal documents and instructions that outline how a person's assets will be managed and distributed after their death or incapacitation. It typically includes a will, trust,... ...more
Estate Planning
July 20, 2023•4 min read
Plan for your pet
Although you may think of your pet as a member of your family, it is important to know that laws categorize pets as property. As a result, pets cannot inherit money or other property. Fortunately, wi... ...more
Estate Planning
June 28, 2023•0 min read
Funding a Living Trust
These days many people choose an estate plan that includes a revocable living trust (RLT) instead of relying solely on a will, joint ownership, or beneficiary designations as their estate plan. They l... ...more
Estate Planning
June 28, 2023•13 min read
Estate Planning for Unmarried Partners
Estate planning involves creating a set of instructions that specify how you want your property handled after your death as well as how you want your property and healthcare decisions handled during a... ...more
Estate Planning
June 27, 2023•4 min read
Do All Assets Go Through Probate?
Not everything you own will automatically go through probate. The obvious assets that will need to be probated are those with a title that is in your name only. These might include bank accounts, inve... ...more
Estate Planning
June 26, 2023•3 min read
Estate Planning Questions For Blended Families
Divorced, remarried, or widowed? Your estate plan needs extra attention. ...more
Estate Planning
June 25, 2023•3 min read
Avoid leaving tax burdens or allowing the courts to designate how your assets are divided
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