1. Tips to Avoid an Inheritance Dispute

    Estate planning is important, because it gives you a final say about how your assets are utilized when you pass. Estate plans are especially important if you suspect that there could be inheritance disputes down the line. That’s precisely the point behind crafting a detailed estate plan — it is …Read More

  2. How to Designate Beneficiaries for Your Personal Property

    Your will includes a detailed explanation of how you’d like to distribute your financial assets to your beneficiaries. However, it may not include an explanation of how you’d like to distribute personal items that you own. Who will inherit those heirloom pearl earrings that your grandmother pass…Read More

  3. Should You Tell Your Children About Their Inheritance?

    Money is not a topic that is talked about freely, and sharing details of your children’s inheritance with them might feel uncomfortable. Should you tell them if they are going to get a substantial amount of money? Should you tell one child they will get less than another? Navigating these question…Read More

  4. Durable Power of Attorney for Healthcare

    When you are faced with making decisions about the future of your finances, gifting assets to your children, and what will happen to your estate when you are gone, you may forget a crucial element: planning for your medical future. A medical power of attorney is specific to your future health care n…Read More

  5. How to Choose an Executor

    When you name an executor for your estate, it is crucial that you choose someone who is right for the job. Carrying out the wishes of your will is essential for estate planning and for the future of your financial assets. This is the person who will act in your stead, and hopefully make the decision…Read More

  6. Don’t Forget the Details When Estate Planning

    Have you recently started estate planning, or you have had a will or trust in place for awhile? Good for you, this is a crucial step in securing your financial future and that of your beneficiaries. However, many people fixate on the financial details, but forget some of the finer ones. We will expl…Read More

  7. Estate Planning After a Death

    When a loved one dies there are many emotions that must be processed as you grieve, and managing their estate is probably the last thing on your mind. If no estate plan is in place, you may find yourself scrambling during this emotionally trying period. If you have a solid estate plan in place befor…Read More

  8. Understanding Power of Attorney

    What is a power of attorney (POA) and who exactly needs to have one? We will explore what POA is, the different forms, and why POA is so important for estate planning. Power of attorney is just one aspect of managing your estate and future financial planning that can be confusing, and benefits from …Read More

  9. Gifting Assets to Your Children: Avoid These Mistakes!

    As you grow older, have children, and watch them grow up, you are bound to start thinking about how you can gift them your assets and property. With many complicated tax laws and gifting implications, passing on your financial assets is not as easy as writing a check. There are common mistakes that …Read More

  10. Inter Vivos and Testamentary Trusts

    The world of trusts, wills, and testaments can be confusing, but when it comes to inter vivos trusts vs. testamentary trusts, there is really just one main difference. Inter vivos is Latin for “between the living”, and describes a trust made while the grantor is still alive. A testamentary trust…Read More