Tag Archives: estate planning and trust administration

Estate Planning for Every Family: 5 Scenarios

Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone.

But everyone’s Estate Planning needs are different and no two plans look alike. So today we’ve put together a few examples of how an Estate Plan...
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3 Simple Ways to Avoid Probate Costs

The bad news: When a deceased person’s estate (which is simply a term referring to all of their money and property) has to go through probate (the court-supervised process of distributing a deceased person’s money and property), it can be subject to a variety of costs stemming from attorneys, executors, appraisers, accountants, courts, and state...
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Why Your Marital Agreement Should Be a Part of Your Estate Plan

It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property rights each spouse will have in the event of separation, divorce, or death.

They are most common when one or both of the spouses is wealthy, owns a family business, or expects a...
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COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

News about the coronavirus is everywhere, and we have all been affected by it in many ways.

Although in many ways the situation is beyond our control, we are not powerless. There are important steps we can take to protect ourselves and our families, both physically and financially. First, we can continue to be careful in our...
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