What to Bring to Your Initial Estate Planning Meeting
The prospect of putting together your estate plan can seem overwhelming, particularly if it is your first time doing so. There will be terminology to understand and information to gather, ...
What is Trust Administration?
Trusts are valuable estate planning tools for a number of reasons. Most especially, a trust can allow you to circumvent the need for probate, either in whole or in part. ...
Choosing the Right Financial Agent for Your Durable Power of Attorney
As you estate plan, it is also important to plan for incapacity. Incapacity planning is a far too overlooked, but critically important part of estate planning. After all, whether you ...
Planning for Your Children to Inherit Your Home
With a home most often being a person’s most substantial asset, it only makes sense that they would want to leave it to their children. There are actually a number ...
Planning for Assets of Sentimental Value
Much, though not all, of estate planning, involves determining how you wish for your assets to be distributed upon passing away. While many people first think of assets with large ...