Our Family Helps Protect Your Family’s Future And Legacy
Wills are some of the most common documents used for estate planning purposes. Provided that they are legally valid, wills can achieve many important legacy goals. An individual's will can name a guardian for their children, a personal representative to manage their...
In estate planning, two essential testamentary documents often come into play: living trusts and wills. These legal instruments give individuals control over their assets and the distribution of their wealth after their death. How do people choose between these two...
When a loved one dies, managing their estate can be emotional and complex. This complexity only heightens when disagreements arise among siblings over probate matters. Probate disputes can fracture family relationships and make a challenging time more difficult....
Those putting together an estate plan have to think carefully about the relationships that they've had with their family members and other loved ones. They typically need to very carefully evaluate their financial circumstances to see what resources they can offer and...
In many cases, estate planning occurs when someone’s children have reached the age of majority. They’re already 18 years old or older, so it’s just a process of transferring assets to the next generation. They are allowed to inherit property, so parents can opt to...
The process of drafting a will allows someone to protect their dependent family members and establish a meaningful legacy. However, some people make mistakes when drafting a will that inevitably affect the probate process. In some cases, they might create unnecessary...
When someone wants to leave money for a charitable cause after their death, careful planning is necessary. Factors ranging from late-in-life medical debts to unhappy family members could reduce what they are ultimately able to gift to the causes they care about. One...
A significant number of adults do not have an estate plan even though they have property in their names or dependent family members. One of the many reasons that people cite for putting off estate planning is that it can be expensive. A review of national costs...
Your retirement accounts may have a higher total value than the home where you live if you are already close to retirement age. After all, those savings will need to support your household for years after you officially and your career. Experts have long recommended...
A surprising number of adults are attempting to create their own estate plans. Many are turning to how-to tutorials online which gives them a false sense of confidence about the end product that they’re seeking to craft. Unfortunately, the do-it-yourself (DIY)...
