Estate Planning

As the world becomes more digital, the importance of including digital assets in an estate plan has grown. Digital assets encompass a wide range of items, including online social and financial accounts.  Failing to account for these in an estate plan can lead to...

Single individuals often overlook the importance of estate planning. The misconception that estate plans are only for the wealthy or those with families can lead to significant issues down the line. Creating an estate plan ensures your wishes are respected and your...

A blended family includes children from previous relationships and often has unique dynamics. Proper estate planning ensures that everyone in the family receives adequate care and prevents potential conflicts. List your assets If you were one of the more than half of...

A will is an important aspect of estate planning, as it ensures the proper distribution of your assets after your death. However, without appropriate planning and consideration, you may accidentally make mistakes that lead to unintended consequences. Whether you are...

Divorce brings profound changes to a person’s life that affect their personal relationships and long-term financial circumstances. These changes can quickly become overwhelming, leading many to forget their considerable impact on their estate plan. Revisiting your...

Writing a will ensures the honoring of your wishes after you pass away. When creating yours, it is important to be aware of potential red flags that might lead to challenges. By being mindful of these signs, you can take steps to create a will that is less likely to...

Including a living trust in your estate plan can be a smart move, depending on your estate details and size. This arrangement can come with distinct benefits, but it may also have tax considerations that usually vary based on state law. Reviewing these taxes before...

Trusts are fascinating financial instruments that offer a unique way to manage and protect your assets, both during your lifetime and after. Imagine a trust as a special box where you can securely place your valuables. You appoint a trustworthy individual, a trustee,...

If you are young and healthy, you must think that estate planning is unnecessary because you feel in control of your current circumstances. Unfortunately, accidents and illnesses can suddenly strike and take that power, leaving you unable to speak for yourself and...

When choosing estate planning tools, it is important to know when they take effect so you can plan accordingly and ensure your and your assets’ protection. Otherwise, you may be leaving your estate and your personal care in a vulnerable position. In the case of a...