Estate Planning Blog
How Do Pour-Over Wills Work?
What is a Pour-Over Will? A pour-over will is a last will and testament that transfers all of the...
Older Couples Selling Their Homes Can Get Major Tax Breaks
Susan recently lost her husband, Carl, and is now a widow. They shared ownership of their home...
How a Trust for Minors Works
A trust for minors is typically established as a strategy to protect assets and distribute...
How To Divide Possessions Among Heirs
The death of a family member can bring families together, sharing in their grief, but that's not...
Trusts For Those With Addiction Problems
Passing on your assets to someone struggling with addiction Are you planning to include someone...
How to choose a Trustee
So you’ve finally made the decision to move forward with your estate plan and now you need to...
What It Means To Die Intestate
Intestate simply means if you die without a Will. If you have a close relative die without leaving...
12 Critical Estate Planning Mistakes
If you want to ensure that your estate plan properly protects and provides for your heirs, it is...
How To Value Items at Death
If you're named an executor of an estate, part of your job is to oversee the valuation of assets....
Leaving Your Estate to Your Grandchildren
If you’re a grandparent with assets that you plan to leave to your grandchildren, it’s important...
What exactly does an Executor do? (Checklist)
If named the executor in a Will, you'll be the final administrator of a deceased person's estate...
Will Contest: Undue Influence and What You Need to Know
I've seen it time and time again, someone dies and divides up their assets among family and...