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Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision

Although it is important to take time to grieve, there are also some crucial steps you need to take as soon as possible to address your spouse’s estate.

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QTIP Trust – Will My Spouse Get What They Need?

Since no one can predict how much they will own at the time of their death, a QTIP trust can help deal with and minimize these uncertainties.

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Three Things You Need to Know about Cryptocurrency and Your Estate Plan

Given cryptocurrency’s rise in popularity, here are three things you need to know about cryptocurrency in relation to your estate plan.

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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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