» Wills

Estate planning is an exercise in anticipating potential future events that could affect your plans for what happens if you become incapacitated (unable to manage your own affairs during your lifetime) and how your assets (property and accounts) will… Read More

Last week, we shared tips for avoiding a will contest. In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, y… Read More

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight by helpin… Read More

If you are reading this, you need an estate plan. Why? The short answer is that everyone age 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth or are just entering adulthood—you ne… Read More

Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have minor children, which underscores a major misunderstanding about estate plans: they can accomplish much more than just handling financial assets (… Read More

Getting married is a special time in your life; you may have a beautiful wedding, a fun reception (with a delicious cake and special gifts), and a romantic honeymoon. It is also the right time for you and your new spouse to plan for your future—for… Read More

If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be owned. Although joint ownership seems easy and convenient, particularly when that… Read More

Now, when you are newly married, is the perfect time to start working on an estate plan. As newlyweds or those about to marry, you are likely in the process of deciding which of your accounts and property (your assets) to combine and how to turn two… Read More