» Estate Planning

mother looking over her shoulder at her minor children on a swing

Are You Single with a Minor Child? If So, You Need a Plan

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care for them. By creating an estate plan, you can address your minor child’s care and custody and provide… Read More
Mental Health Awareness Month

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their lives. While anxiety can be generalized and chroni… Read More
wheelchair as example of donating or selling medical equipment

What to Do with a Loved One's Used Medical Equipment

After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have been distributed to beneficiaries in the estate… Read More
What Happens to Elvis Pre…

What Happens to Elvis Presley's Legacy Now?

Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of his only child, Lisa Marie… Read More
Categories: Estate Planning, News, Trusts
conflict among 2 people

Why the Knives May Come Out at Death

The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder of a wealthy author and surpris… Read More
Categories: Estate Planning, Wills
Magnifying glass with question mark in focus on wooden cube

Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new one, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust i… Read More
Family Tree For Several Generations

Estate Planning Issues for the Modern Family

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family. Throughout the course of the series, the show addresses many issues that families deal with each day. For a close-knit… Read More
pros cons list in a notebook and man hand with red marker writing considering pros and cons of probate

The Pros and Cons of Probate

In estate planning circles, the word probate often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners and others recommend trying to keep accounts and property out of pr… Read More
Categories: Estate Planning, Probate
Child with travel suitcase on vacation ready for adventure.

Your Travel Planning Team for Your Next Adventure

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how much you are willing to pay, and the most convenient times to travel. While making travel… Read More
Categories: Estate Planning
Red Flags When Hiring a P…

Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). Because a trustee’s w… Read More
Categories: Estate Planning, Trusts