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Why Deathbed Planning Might Give You Additional Grief

If you do not create an estate plan, you are likely setting your loved ones up for even more stress and grief after you pass away.

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Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones.

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Ways Your Will Can Be Revoked

But simply creating a will does not mean that your estate plan is complete or final: your will may need to be updated from time to time.

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Your Planning Team for Your Next Adventure

While making travel arrangements may be okay to do yourself, you need to consider calling in a special planning team to make sure that you and your loved ones are protected during your travels and afterward.

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Things You Can Do to Help Prove You Are Mentally Competent When Executing Your Estate Plan

Check out this list of things you can do to help prove you are mentally competent when executing your estate plan.

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Why You May Still Have to Open a Legal Probate Proceeding

Probate is the legal process for recognizing the validity of a person’s will after their death and appointing the nominated decision maker.

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What You Need to Know About Beneficiary-Controlled Trust

Beneficiary-Controlled Trusts are a great way to provide your children or loved ones with an inheritance and protect them.

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Bankruptcy’s Effects on Estate Planning

What if one of your beneficiaries is in bankruptcy or is soon likely to be? None of us knows what the future holds, so you should consider these important issues in your estate plan, even if the possibility of bankruptcy seems far-fetched right now.

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10 Types of Trusts: A Quick Look

Here is a look at the basics of ten common trusts to provide you with a general understanding of the options available.

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Have You Thought Through Your Retirement Plans?

No matter what stage you may find yourself in estate planning, retirement is a great milestone to evaluate what your next step may be.

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