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How to Help Your Loved Ones Avoid Probate (Spoiler: Fund Your Trust!)

Today, many people use a revocable living trust instead of a will, joint ownership, or beneficiary designation as the foundation of their estate plan. When properly prepared, a trust avoids the sometimes costly, always public, and often time-consumin… Read More
checklist for what to do after a loved one passes away

What to Do After a Loved One Dies

If you have been named the person responsible for settling a deceased loved one’s affairs, commonly called an executor or personal representative (if your loved one had no estate plan or had a will) or a successor trustee (if they had a trust), you… Read More
Categories: Probate
Urban traffic congestion sign saying Expect Delays demonstrating probate delays

Probate Delays: Five Reasons Your Probate Might Be Taking So Long

After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and testament (also called a will) or the state’s default distribution scheme (foun… Read More
Concept of avoiding probate cost piggy bank with money isolated on white

Three Simple Ways to Avoid Probate Costs

The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will likely have to go through a court-involved process called probate to transfer the property out of the deceased person’s name and into t… Read More
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Do I Need a Will or a Trust?

Yes: everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. Having a will or trust in place also saves money and… Read More
When to remove your trustee shown with a Trustee Certificate with money and key

When a Trustee Becomes a Burden: Knowing When to Remove a Trustee

The title of trustee implies that this position should be held by someone you find trustworthy, and for good reason. Serving as a trustee of a trust carries significant responsibility and duty not just to you as the trust’s creator but also to the… Read More
Categories: Estate Planning, Trusts
Scale - Facts in Green or Myths in Red demonstrating estate planning myths

Four Estate Planning Myths: Debunking Common Misconceptions

Estate planning often feels complex, leading many people to rely on assumptions that can have devastating consequences for their loved ones and their legacy. From who can make decisions for you to whether you need an estate plan, common myths can sta… Read More
Close up of shocked female eye looking through a keyhole who is nosey neighbor

Nosy Neighbor Nellie Can Find Out About Your Probate: Keeping Your Probate Private

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because probate involves the court system, most filings become a matter of public record, par… Read More
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Trust Funding: Setting Your Trustee Up for Success

A revocable living trust can serve as a valuable estate planning tool to help ensure that your finances remain well managed if you become incapacitated (unable to manage your affairs while you are alive) and to provide future financial security for y… Read More
Categories: Probate, Property, Trusts
Will and Living Trust Typed on Paper with Living Trust circled in red pencil

Why a Trust for Your Child Should Mature with Your Child

From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully choose schools, offer guidance through adolescence, support their careers, and watch with pride as they start their own li… Read More