Sep 16, 2022 | Estate Planning
Every year more than 3.3 million people die in the United States. The death of a loved one can be an incredibly difficult time for their friends and family. However, a lot of people are surprised by the amount of practical admin involved when a loved one dies. Making...
Aug 19, 2022 | Uncategorized
Let’s be honest; no one likes to talk about their last wishes when they pass away. Unfortunately, this is a conversation everyone should have with their family members to ensure their assets are transferred to their designated beneficiaries without any issues....
Dec 28, 2016 | Estate Planning
Whether you are planning your estate or you are the executor of someone else’s estate, it is crucial that you understand the difference between probate and nonprobate assets. Nonprobate assets are essentially assets that do not have to go through probate upon the...
Aug 28, 2016 | Estate Planning
Your circumstances and those of your family will change over time – in fact, it would be odd if your situation and circumstances did not change. A new job or loss of a job, a divorce, a new child – all of these things require adjustments in your family’s budget, your...
May 28, 2016 | Estate Planning
Most people grow up hearing about trust fund babies or thinking that a trust is only for individuals who are rich. This is simply not the case. Establishing trusts can benefit many different people during life and after passing. The way a trust is established can...
