Blog

March 24, 2023

If someone you were close to has recently passed away and you’ve been named the executor of their estate, there are several responsibilities you’ll need to be aware of. However, many people who find themselves in this role are unsure of even the most basic duties that this job entails.

Feb. 7, 2023

A business succession plan is an important document for any business owner. It outlines the steps to be taken in the event of retirement, disability, death, or other unforeseeable circumstances.

Jan. 17, 2023

It’s no secret that estate planning is essential. The process empowers you to make decisions that reflect your individual goals and the best interests of your beneficiaries.

Dec. 28, 2022

Life is unpredictable, and while it is difficult to think about, planning for the future is important. It is essential to be as prepared as possible by creating your estate plan. A trust is a useful estate planning tool that can help take care of your family in ways that a will cannot.

Nov. 21, 2022

Planning for your end-of-life wishes may be far from your mind today. However, it is always possible that the unexpected may happen, leading you and your family into a difficult situation.

Nov. 2, 2022

Probate is a legal process to satisfy creditors and transfer assets to designated beneficiaries when a person executes a last will and testament, commonly referred to as a will. Probate is also mandated when a person dies without a will – called dying intestate. With no will, the state’s law of intestate succession determines who gets what.

Sept. 29, 2022

Losing a loved one can be heartbreaking and emotional. You may experience different intense and overwhelming emotions, including emptiness, shock, sadness, or regret. However, while grieving your loved one’s demise, there are some crucial duties and rites you need to perform.

Aug. 19, 2022

Nowadays, people use the internet to do an increasing number of tasks. Creating an estate plan is one of those tasks that you can do online. However, the legal value of online forms or DIY estate planning is rather questionable.

July 14, 2022

The question of having a will or a trust in an estate plan is a common one. Both tools provide advantages and disadvantages. Many people find out they need not just one or the other, but both to fulfill their needs.

June 29, 2022

Know what’s a myth – and what’s the truth – about the estate planning process. Check out these myths about estate planning that are accompanied by an explanation as to why they’re false.