Estate Planning

Setting up a plan for what will happen to your assets when you pass away is important. One of the options you have for doing this is to set up trusts that pass specific assets to your heirs. As you’re going through the different types of trusts, you’ll notice that...

If you’re remarrying after divorce or the death of a spouse, your estate plan may not be top of mind. There are far more pleasant things to think about. However, it’s important to review it at the very least because you’ll likely want to make some changes –...

Life never stops changing. Whether you have an unexpected baby later in life or you get divorced after decades of marriage, you never know what will happen next. No amount of planning or preparation can minimize the influence of chaotic outside forces on your lived...

When people go to plan their estate, they may be given the option to write a will or use a trust. Wills and trusts, while they may seemingly act the same, have very distinct differences that make each unique for their purposes.  You shouldn’t have to be on the fence...

Creating an estate plan, or just a will, is the responsible thing to do. After all, this document will ensure your family and beneficiaries know how you want your assets dispersed after you pass. However, what’s the point of creating a will if no one can find it after...

Estate planning for a beneficiary with special needs should be done carefully. To ensure that their interests are well looked after once you are gone, you may need to do things differently. For instance, while you may want to pass over assets and properties to your...

A lot of people think about estate planning as a “one and done” process. They may form the impression that once they have a will drafted, they never have to think about it again. Estate plans tend to reflect the needs of family members, and families rarely remain...

Whether you have drafted a will or created a trust, your estate plan allows you to pass property to the people you love or the causes that you value when you die. Your biggest assets, like financial accounts and your primary residence, are likely among the property...

Estate planning is an important subject, but that doesn’t mean it’s easy to talk about. Perhaps you have recently taken steps to protect your family’s inheritance, and are concerned that your parents have not done the same?  How do you approach them about such a...

An estate plan is not a preserve for the old and wealthy folk. If anything, you should have one if you are a legal adult. You don’t have to own much to have an estate plan. It is still worthwhile to plan how everything should be dealt with when you are gone. For...