How does the Court get involved with my estate?
The Top 2 Ways the Court Gets Involved in Your Estate and How to Avoid Them No one wants unnecessary court involvement in their life. But without careful and proactive...
I’m an Executor and I’m overwhelmed. What do I do?
3 Tips for Overwhelmed Executors While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting...
How can I protect my assets?
How You Can Build an Estate Plan that Includes Asset Protection Much of estate planning has to do with the way a person’s assets will be distributed upon their...
FAQs – Estate Planning
FAQs – The Estate Planning Cast of Characters Who should I pick as successor trustee? For most trusts, you are going to be the initial trustee. You will...
When should I update my estate plan?
Which life events require an immediate estate plan update? Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated...
What do I do when my spouse dies?
What do I do when my spouse dies? When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to...
Should I have an estate plan for my Bitcoin?
Bitcoin, Cryptocurrencies, and Estate Planning: What You Need to Know Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency....
How do I share heirlooms with my family?
How to Share Family History and Heirlooms with Your Estate Plan The best time to share your family history with loved ones is right now, before the memories are...
Do I Really Need a Will in 2022?
Do I really need a will in 2022? You May Not Think You Need a Will, But You Really Do. While we have discussed the benefits of a Revocable Living...
Do It Yourself Wills and Trusts
Why Not Just Do It Yourself and Create Your Own Estate Planning Documents Cheaply? We’ve discussed before the difference between a Will and a Trust and you may be...