Estate Planning

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....

Often life can seem like a series of checkboxes to mark off as completed. When you got married and created an estate plan, that was a task you could mark off as accomplished. In the wake of a divorce, there is a new series of checkboxes to complete. After your divorce...

Creating an estate plan has many challenges. You may have loved ones who expect a specific item or portion of your assets when you pass away, even if you were not close to them. Regardless of how much you have in property and other assets, you may want to exclude...

Similar to other trends that we see throughout society, there are also trends in estate planning. In some cases, the latest trend will have some value, but others have few redeemable qualities. Over the last few years, you may have read about the estate planning...

An estate plan is about more than distributing your assets to your family or friends. Your estate plan is part of your legacy. For some, giving assets to loved ones is the central part of their estate plan. However, you may want to show your support to causes that are...

Talking to your loved ones about what they will inherit when you pass away can be an awkward conversation. Your friends and family may not want to think about your eventual death, and you may not know how to explain to your loved ones how you decided to allocate your...

Facing our own mortality can be something we struggle with for much of our lives. A great deal of unpredictability comes with Death. In some ways, planning a funeral ahead of time can make the aging process more peaceful. You know that your friends and family will...

Writing a will and creating an estate plan often seems like something that can wait. Unlike taxes, there is no solid deadline for filing. An estate plan is a valuable tool for communicating your legacy to your loved ones. When you put together a comprehensive estate...

The old adage says that we can only be certain of two things; death and taxes. When it comes to estate planning, the two tend to go together. As you make plans for what will happen with your estate after you pass away, you know that taxes will be a significant factor....