Estate Planning Blog

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The Power of Ethical Wills

Ethical wills are as relevant as they have ever been and can help you leave meaning—not just money—as part of your legacy.

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Why Receiving an Inheritance Changes Your Estate Plan

Comprehensive estate planning can provide a solid foundation to ensure that assets are managed properly and preserved, rather than dissipated.

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What Is an Inheritor’s Trust?

If you are expecting an inheritance, an estate planning tool known as a trust may prove useful, depending on your circumstances.

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Emotions the Estate Planning Process Can Bring Up and How to Address Them

Estate planning can also bring moments of connection, reflection, and gratitude amidst difficult emotions.

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Creative Uses for a Loved One’s Stuff

Several estate planning tools can be used to keep the distribution of personal property organized, intentional, and enforceable.

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How to Get Organized to Meet with Your Estate Planning Attorney

Being open and honest with your attorney will enable them to tailor an estate plan that best suits your circumstances and wishes.

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When Your Parent Plans to Disinherit Your Sibling

While the decision your parent has made to omit your sibling from their estate plan will undoubtedly land heavily on your sibling, the decision also places you in a complicated position.

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Why Retirement Is the Right Time to Revisit Your Estate Plan

Whether you are approaching retirement or already in it, this stage calls for a fresh look at your estate plan.

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Statements of Intent or Purpose in Estate Planning Documents

Learn the two primary ways to document a trustmaker’s intent, how they differ in purpose, and why both are often referred to as a statement of intent.

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How Including a Pour-Over Trust Can Simplify Your Planning

A pour-over trust can help alleviate some of the stress that may come from making estate planning decisions as a couple.

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