Estate Planning Blog

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Estate Planning: What Matters Most to You?

Getting your affairs in order through the creation of an estate plan requires careful consideration of the different legal and financial tools available to help you fulfill the vision of your estate plan.

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Important Tax Considerations in Estate Planning

To truly understand how estate planning can help, clients must first understand some basic tax concepts outlined in this article.

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What Happens To My Mortgage After I Die?

If your estate plan involves the transfer of property subject to a mortgage, the Garn–St Germain Act is important to keep in mind.

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Three Celebrity Probate Disasters and Tragic Lessons

Some of the world’s most famous people made estate planning mistakes that tied up their fortunes and heirs in court for years. Find out how to prevent the same for your loved ones.

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Nonjudicial Settlement Agreements – The Good, the Bad, and the Ugly

When May a Nonjudicial Settlement Agreement Be Used? Find out the good, bad and ugly of these agreements for these types of agreements:

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Five Things to Know Before Including a Limited Liability Company in Your Estate Plan

When it comes to protecting your money and property, it is important that you have the right plan, which can include a number of tools:

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Will Our Child Have to Handle Multiple Trusts after Our Deaths?

Keeping track of multiple trusts can be a headache, find out the considerations of leaving multiple trusts for your loved ones.

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Three Steps You Can Take Now to Protect Your Artistic Legacy

Although your death is probably a long way off, it is important that you have a plan to ensure that your affairs are settled in the way that you want.

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Estate Planning Considerations For Women

Women are often the backbones of their own families and it is important for women to take care of themselves through financial and estate planning designed to provide for their own future needs.

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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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