» Estate Planning

First responder vehicles

First Responders: Questions to Consider to Best Protect Their Loved Ones

A first responder are those who have specialized training and who usually arrive first at the scene of an emergency, whether that be an accident, natural disaster, terrorism, or even a pandemic. Included in the list are law enforcement officers, fire… Read More
Categories: Estate Planning
Community property shown by Toy House And Two Hands Represent Two Persons

Is Our Home Community Property or Separate Property, and Why Does It Matter?

When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real property like homes and rental properties, to stock options, investment accounts, heirlooms, and employment incom… Read More
Categories: Estate Planning
concept of life insurance

How Life Insurance Can Be Part of Your Estate Plan

Life insurance may not seem to have a bearing on how to dispose of assets in your estate, but you might like what you find if you look a bit deeper. Life insurance can be an integral, indispensably important part of a well-thought-out estate plan. Read More
Probate court

Probate: How an Estate is Administered in Court

To process a decedent’s will it must go through a function called Probate, a method which judicial officials, including probate judges, process property. State laws may vary but the general process stays genuinely the same across the country. Read More
Close up of a person writing a letter by hand with a pen

Why a Letter of Intent is Crucial

A letter of intent (LOI) can be a valuable piece in your estate planning, and although it is an informal letter, it can more fully represent your financial and personal intentions after you die. Everyone knows they need to make a will, but this lesse… Read More
LGBTQIA Couple Holding Hands

Estate Planning in the LGBTQIA+ Community: Are There Differences?

Since the 2015 recognition of same-sex marriage being constitutionally protected, same-sex couples who are married have been able to enjoy the same rights as heterosexual couples when it comes to estate planning. But for unmarried couples, careful pl… Read More
Storing Directives on a Smart Phone

Storing Your Health Care Directives on Your Smart Phone? There's an App for That.

More Americans than ever can now store information on smartphones and tablet devices. Whether engaging in online banking, using a mobile plane boarding pass, or creating work calendars shared in the cloud, the internet of things provides needed conne… Read More
Lapse: What Happens to In…

Lapse: What Happens to Inheritance if the Beneficiary Dies?

A key part of your estate plan is your will. In addition to identifying who is in charge of handling your estate after your death, your will names who will inherit your property and assets. But what happens if that beneficiary dies before you do? For… Read More
cattle on the family farm

Estate Planning for the Family Farm

Suppose that mother and dad have run the family farm for a long time. Now, though, they’re getting on in years, and they’re considering moving into a smaller place. One of the daughters and her husband help run the farm, but the rest of the sibli… Read More
woman looking at laptop screen

Preparing for Your Aging Parents' Care

Although every situation is unique, one truism to preparing for an aging parent’s care is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide t… Read More