Find Out How We Can Help
A standard will, sometimes referred to as a last will and testament, is the main document around which an estate plan is typically built. The goal of this will is to divide assets. The will can state how these assets should be divided, it can identify specific...
Starting a new chapter in life can feel exciting. However, what many people do not expect is how this new relationship can reopen conversations about property, children and the legacy you intend to leave behind. Estate plans created years ago may no longer reflect...
A revocable living trust (RLT) is an essential estate planning tool that can help safeguard your future transfer of assets. This legal document can outline how you want your wealth to be distributed to your chosen heirs when you pass away. To help provide a deeper...
Estate planning is as much about personal emergencies as it is about mortality. It is possible to plan for future emergencies, including medical events that leave a person incapacitated. In addition to an advance directive explaining personal preferences on specific...
Parents and grandparents often choose children in their family as their main beneficiaries. They want to provide them with the support they need to make the most of their lives. When beneficiaries are adults, they can directly inherit resources with minimal...
A trust can be part of your estate plan, and you can set it up to hold assets. When you pass away, these assets are distributed to your chosen beneficiary. This is done by the trustee that you have selected, and you leave them instructions for how to do so. Not...
Many people think of midlife or later accomplishments as signs to begin estate planning. Getting married, having children, starting a business or acquiring a home could all motivate people to establish estate plans. People facing medical challenges or preparing for...
Individuals concerned about experiencing a personal emergency can plan for the unpredictable. Powers of attorney and other advance directives help ensure that people have appropriate support when they are vulnerable due to medical challenges. Powers of attorney...
Wills are the most widely known estate planning tools for passing on assets. They’re what the majority of people would probably think of first if you asked them what you should include in your estate plan. Yet they are just one of a variety of estate planning tools...
Chances are, the will you draft when you start estate planning won't be the one that will be submitted to probate. New events may occur in your life over time. For example, the birth or adoption of a child/grandchild, divorce, marriage, the purchase/sale of a property...