Estate Planning

Coordinating your estate plan can be a complex process. You want loved ones to enjoy the assets of your estate after you pass away, but there are some aspects of estate planning that require significant consideration. In many situations, a trust can help you provide...

Giving to specific organizations that are important to you is an essential part of who you are. These groups recognize your contributions of money and time and appreciate your support of their mission. When it is time to create your estate plan, you may want to...

Keeping your estate plan up to date as your life changes is essential. You may need to adjust your plans when you or a loved one has a baby, or you or a family member goes through a divorce. Many more life changes will also affect your estate plan. Understanding tax...

Relationships change. While you hope that your friends and family will not face the challenge of divorce, unfortunately there is a chance that a happy marriage could transition to a divorce. You should review the provisions you made in your estate plan when a...

When creating your estate plan, you hope your loved ones will not need it for a long time. However, having a plan in place will give you (and your loved ones) peace of mind. As you consider your estate plan, you may first think about property and other assets. You may...

As you consider your estate plan, you may have a mental checklist of what you need to include. You know you need to include major assets like your home and vehicles. You also know you need to distribute your financial assets like cash and retirement accounts. When...

Getting older often means learning how to navigate a new set of challenges. As your focus shifts from a career to retirement, it can be overwhelming to determine how to make the most of what you have so that you can enjoy your retirement years. As the cost of living...

Creating an estate plan can often feel abstract. While d considering the tangible assets within your estate plan, anticipating what will happen when you pass away can feel surreal. When minor children depend on you for their support, you may only think about the...

When you created your estate plan, you checked a significant task off of your to-do list. While you knew you might need to make changes in the future, you may have overlooked some of the essential items when updating your estate plan. An estate plan should not be a...

Creating an estate plan helps you support your loved ones and pass your legacy on to another generation. Your estate plan is also an essential part of the probate process. It will give your family members a guide on how you want to distribute your assets. Estate...