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Tag Archives: will

Think Your Family Won’t Fight Over Your Estate? Think Again.

Most families are happy families.

As you gather together with your family this holiday season, you probably share laughs and tell stories. You get along and enjoy being with each other and everything seems copacetic. But what happens with the matriarch or patriarch dies? You would be surprised how, suddenly, years of pent-up resentment and hurt feelings...
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How to Protect Your New College Student With an Estate Plan

It’s that time of the year when parents are running around, helping get their new college student get ready for school.

It’s exciting, sad, thrilling, exhausting and everything in between. You're probably prouder than words can express, but you’re also a little afraid, too. How can you make sure your kid is going to be safe...
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When is probate necessary?

Whether or not you have an estate plan in place, you have likely heard the term “probate”.

Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is necessary to distribute assets that are solely in the name of the deceased person. Probate is governed by state law.  

Avoiding...

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An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
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