Estate Planning Blog

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Be Careful Relying on Life Insurance to Provide for Loved Ones

Most life insurance policies provide flexibility in how the death benefit is paid, but policies do not actually pay out in every situation.

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Estate Planning Strategies to Protect Your Spouse

Married couples can use unique estate planning techniques to protect loved ones after their passing to respect their wishes.

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Enriching Life with a Third-Party Special Needs Trust

A special needs trust ensures support for a disabled beneficiary without affecting their government benefits.

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Estate Planning – A Must Whether You Have a Little or a Lot

No matter your level of wealth, it is important to understand that the reasons for estate planning are universal.

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Using a DIY Deed to Avoid Probate Can Lead to Unintended Consequences

Many believe they can prepare a deed using a template, but deeds must comply with state laws to be valid and avoid probate in many cases.

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Is Your Estate Plan Unfinished?

When it comes to an estate planning, an unfinished estate plan is about as useful as not having one at all.

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Have You Checked Your Beneficiary Designations Lately?

Beneficiary designations are a crucial part of an estate plan and a way to avoid probate.

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How Do I Create an Estate Plan with an Only Child?

Raising an only child can still sometimes present unique challenges especially in the area of estate planning.

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How Do You Define the Beneficiaries of Your Dynasty Trust?

Planning for today’s diverse family structures now encompasses more than biological heirs when it comes to defining who is in your dynasty trust.

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How Are My Business Documents Relevant to My Estate Plan?

You need to have an estate plan that reflects and considers the current state of the business, your finances, and your long-term goals.

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