When creating a trust to protect and support your loved ones, there are many steps you'll need to take, from deciding what type you would like to set up to naming a trustee. However, you shouldn't select the first person that comes to mind to assume this role. Trustees have…
Read More

A will is one of the most essential estate planning tools, as it allows you to dictate what you would like to happen with your assets after you pass away. If you haven't already, ensuring you take the time to create a will to protect your assets and take care…
Read More

When you create a will, you may think it's a one-and-done situation. You write down your wishes, sign the will, and forget about it. However, if your estate plan is riddled with mistakes, it can be deemed invalid. This means your beneficiaries will have to bear the burden of fighting…
Read More

Estate planning is essential for everyone, even those who think they may not have the wealth or assets to warrant going through the planning process. Ensuring you plan for the future is vital, especially for LGBTQ couples. If you're unsure where to start when planning your estate with your partner,…
Read More

Though estate planning is something that many assume older adults need to consider. However, it is never too early to start making a plan - in fact, the earlier you start, the better! This is an essential measure to ensure that you can support your family should something happen to…
Read More

Like many, you may have resolutions for the new year. Whether you want to work out more or save money, setting goals is a great way to push yourself. However, there is likely one essential task missing from your to-do list; creating or updating your estate plan! This is not…
Read More

When a loved one passes away, you may experience a number of emotions like grief and denial. However, you may also experience additional stress and confusion when you discover you are the executor of your loved one's estate. This process can be challenging if you don't know where to start.…
Read More

Ensuring you plan your estate is crucial to obtaining peace of mind that your wishes will be granted after your passing. One of the most challenging steps is deciding who the executor of your will should be, as they hold a significant amount of responsibilities. If you want to learn…
Read More

Though you can financially provide for your family right now, the future always seems uncertain. If you want to ensure you can take care of them later, taking the necessary steps to guarantee security is essential. Luckily, you can set up a trust fund to help provide financial support for…
Read More

Though it can be upsetting to think about, ensuring you have a plan after you pass is essential to guaranteeing your property is taken care of. However, one thing that many forget to include in a will is their digital assets. Luckily, creating a digital estate plan is a simple…
Read More