Estate Planning

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...

Part of your estate plan is protecting your assets for loved ones. You want your friends and family to be able to enjoy your legacy without worrying that someone else could make a claim for that asset. As you learn more about what works well for your estate plan, a...

Creating an estate plan can be an overwhelming exercise, especially if you have a large family, numerous assets, or both. You may think creating your estate plan can feel like an item that you can check off of your list, once and done, and not think about again....