Search Results for: "Probate"

July 15, 2021

Planning to Receive an Inheritance

When we think of estate planning, we often think about preparing our accounts……

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June 3, 2021

How a Will Works

A complete estate plan, contains a legally binding mandate called a will, describing the distribution of assets upon death. If you die…

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June 2, 2021

The Trust Protector: Your Guardian Angel

What is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also…

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Creating a Treasure Map: The Benefits of Preparing an Inventory Before Death

If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones will know…

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Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While planning for…

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Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and…

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Discerning Wills and Trusts

There are different benefits to using both wills and trusts for estate planning purposes. Each state has specific laws and regulations governing…

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The Estate Planning Tool Kit for Unmarried Partners

Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship…

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Why Unmarried Partners Should Care about Estate Planning

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner,…

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Why Having a Will is Essential

Having a last will and testament gives your loved ones a set of legal instructions that communicate your wishes regarding your dependents…

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