» Estate Planning

Probate Word on Scrabble tiles, with a gavel, watch, money in picture

Why You Want to Avoid Intestacy

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. In… Read More
Conversation about being a trustee

Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and can revoke or amend—you may opt to act as truste… Read More
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What Not to Include in Your Estate Planning Documents

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that esta… Read More
Categories: Estate Planning, Wills
Notebook with Inheritance written on the front, image of car, home and family in wood cut out

What Is a Devise in My Estate Plan?

If you are thinking about creating an estate plan, you may hear some new and confusing terms that make your brain hurt. To add to your bewilderment, not only are some of the words unfamiliar, they may also be homophones—words that are pronounced th… Read More
Categories: Estate Planning, Wills
Smartphone with Etsy store logo on the screen, shopping cart and laptop.

Have an Etsy Store? Make Sure It Is Properly Protected

The online marketplace Etsy has gone from a niche craft seller to one of the largest commerce companies in the world. Etsy has millions of active sellers worldwide, most of whom are based in the United States. Many Etsy store sellers rely on the site… Read More
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Recent Unemployment? Three Things You Must Do to Protect Your Family

If you have recently lost your job, you are not alone. Inflation has skyrocketed in the United States over the past few years. Some smaller businesses have not been able to survive the increased expenses, putting employees out of work, while many lar… Read More
Eyeglasses on an open book, surrounded by stacks of books

Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind othe… Read More
Holding the hand of a trusted family member while letting them know where to find your Estate Plan

Why Deathbed Planning Might Give You Additional Grief

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or if you fail to update it regularly, you are likely setting your loved ones up for even more stress and grief after you… Read More
protect housing

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects. Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remode… Read More
Delicious Grilled Vegetables And Meat On Barbecue Grill Outdoor bbq

Planning a Barbecue Is Like Planning Your Estate

For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true… Read More