Estate Planning Blog

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Do I Need a Will or a Trust?

Creating a will or a trust should be a priority for several important reasons.

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12 Estate Planning Blunders You Cannot Afford to Make

Here are 12 common mistakes that might be hiding in your estate plan that can jeopardize your hard-earned money and property.

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Estate Planning Truths: Debunking Common Misconceptions

While estate planning often feels complex, these widespread misconceptions reveal four essential truths about effective estate planning.

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When a Trustee Becomes a Burden: Knowing When to Fire Them

Replacing a trustee can disrupt trust administration and impose additional costs, be sure to select the right trustee at the outset.

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The True Cost of Inheriting a Home

Without proactive estate planning about the true costs of home ownership, it can also bring surprise expenses and tough decisions.

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How a Directed Trust Can Change Everything

A directed trust offers today’s families more of what they want in estate planning: customization, control, and flexibility.

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How to Make Your Inheritance Last

If you are about to receive an inheritance, there are several steps you can take to ensure that your funds will last longer than a few years.

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Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

If you want to protect your privacy and spare your loved ones unnecessary headaches, consider creating a trust.

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While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan

While you are out there working on your game, remember that in the game of life, you should also be developing your estate plan.

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What to Do When You Do Not Own What You Think You Own

Work with an attorney from the start to determine the legal ownership of any accounts so you can fix any mistakes before it is too late.

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