1. 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

  2. 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

  3. 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

  4. Communication is Key in Estate Planning

    Having an estate plan is crucial for ensuring that your financial estate passes on to the people you want it to. Having a great estate plan will take into account taxes, health care, and whether you should form a trust. Even if you take all of these steps, and create good estate planning documents, …Read More

  5. Living Trusts Vs. Wills

    Everyone has heard of a will, the famed document in many a movie drama that determines a huge plot change. You may have heard of trusts, or living trusts, as well, but do you know the difference between these two documents? There are critical differences that are important to know as you go about yo…Read More

  6. What is Estate Planning and Do You Need It?

    Estate planning is essential for any individual to make sure that their property, health care, and care of loved ones are set up properly in their absence. A comprehensive estate plan can eliminate legal issues and paperwork that can be overwhelming and confusing. Whenever someone dies there are que…Read More