Understanding the Benefits and Drawbacks of an Irrevocable Trust

 One of the most crucial decisions individuals face is how to manage their assets for futuregenerations. While many people are familiar with revocable trusts, irrevocable trusts can offer unique benefits. Though they do have certain drawbacks. It is important to...

How an Estate Plan Can Help Pay for College

Investing in Their Future—Even If You’re Not ThereFor many families, one of the most important goals in estate planning is making sure children and grandchildren have the financial support they need to pursue higher education. With the rising cost of college, planning...

Why You Should Think Twice Before Naming a Beneficiary on Your Bank Account

It’s common for people to name a loved one—often a child, sibling, or close friend—as a payable-on-death (POD) or transfer-on-death (TOD) beneficiary on their bank account. It seems simple and convenient: when you pass away, the funds go directly to that person...

Choosing the Right Guardian for Your Children: A Guide for Parents

As a parent, one of the most important decisions you can make is determining who will care for your children if you are no longer able to do so. While it may be a difficult topic to consider, taking the time to name a legal guardian ensures that your children will be...

Estate Planning After a Divorce: What You Need to Know

'Divorce is never easy. Amid the emotional and legal complexities, one critical task that often gets overlooked is updating your estate plan; but once your marriage ends, your estate planning documents likely need a serious refresh. Failing to update your estate plan...

How to Discuss Estate Planning with Your Family

Estate planning can be a difficult conversation, but it’s one of the most important discussions you’ll have with your loved ones. Without a clear plan, families can face unnecessary stress, confusion, and even conflict. Whether you're initiating the discussion or...
How an Estate Plan Can Help Pay for College

How an Estate Plan Can Help Pay for College

Investing in Their Future—Even If You’re Not ThereFor many families, one of the most important goals in estate planning is making sure children and grandchildren have the financial support they need to pursue higher education. With the rising cost of college, planning...

read more
Estate Planning After a Divorce: What You Need to Know

Estate Planning After a Divorce: What You Need to Know

'Divorce is never easy. Amid the emotional and legal complexities, one critical task that often gets overlooked is updating your estate plan; but once your marriage ends, your estate planning documents likely need a serious refresh. Failing to update your estate plan...

read more
How to Discuss Estate Planning with Your Family

How to Discuss Estate Planning with Your Family

Estate planning can be a difficult conversation, but it’s one of the most important discussions you’ll have with your loved ones. Without a clear plan, families can face unnecessary stress, confusion, and even conflict. Whether you're initiating the discussion or...

read more
Why You Shouldn’t Put Your Children on Your House Deed

Why You Shouldn’t Put Your Children on Your House Deed

As parents, it’s natural to want to ensure your children’s financial security and make the inheritance process easier for them. One common strategy some homeowners consider is adding their children to the deed of their home. While this may seem like a simple solution...

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Disinheriting a Child: What You Need to Know

Disinheriting a Child: What You Need to Know

Disinheriting a child is a sensitive and emotionally charged topic. There are circumstances where a parent might feel it necessary to make this decision. Whether it's due to strained relationships, financial irresponsibility, or deeply personal reasons, disinheriting...

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Key Benefits of a Revocable Living Trust

Key Benefits of a Revocable Living Trust

If you have assets and people you care about, you should strongly consider preparing a revocable living trust. Revocable living trusts are not just for the wealthy or for those who have complicated holdings. In fact, a revocable living trust can provide a great...

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Spring Cleaning: Time to Clean Up Your Estate Planning

Spring Cleaning: Time to Clean Up Your Estate Planning

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. With spring...

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Your Divorce Decree: The First Step in Estate Planning

Your Divorce Decree: The First Step in Estate Planning

You have recently divorced your spouse and the judge has signed the divorce decree. Now what? Although you may feel as though you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your...

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Avoiding Probate

Avoiding Probate

HELP! This Probate Is Taking Forever!!!  After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s default distribution scheme (found in its “intestacy” statute). While most people want the...

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Common Mistakes with DIY Estate Plans

Common Mistakes with DIY Estate Plans

The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the...

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