Estate Planning Blog

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How Do I Write My Will?

No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will ...

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How Do I Conduct an Estate Sale?

Preparing for an estate sale can be a difficult and emotionally challenging task.

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What are the Most Common Estate Planning Mistakes?

With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.

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When Do I Need to Review Will?

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

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Should I Place My Home in a Trust?

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it's prudent to ensure this asset is passed to the people you wish to leave it to.

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Will Moving to a New State Impact My Estate Planning?

However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.

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What’s the First Step in Estate Planning?

For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any ...

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What Power Does an Executor Have?

If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.

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Is Your Home Your Largest Asset or Biggest Liability?

Could generations of traditional homeownership wisdom be wrong? Here's what you need to know to determine whether your home is an investment that will pay off in retirement—or a liability.

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How Should I Handle an Inheritance?

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.

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