Digital Assets: Why They Need to Be Part of Your Estate Plan
These four steps will help ensure your digital accounts and subscriptions aren’t lost when you die. What’s will happen to your Facebook account or the

Right of Occupancy Trust Safeguards Your Residence or Other Property for Loved Ones
Estate planning is designed to protect you and your loved ones. Sometimes offering such “post mortem protection” for a dependent loved one can be challenging.
How Should You Hold Title to Real Estate?
Your home is probably the most valuable asset you own. Yet most people do not think about how to hold title until the title company
Why Unmarried Partners Should Care About Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3
Single? Estate Planning is Still Essential
These days, more people are living single than ever before. In 1970, about one-third of Americans 15 and older were single, according to U.S. census
Estate Planning for Pet Parents
A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to
Estate Planning for Snowbirds
Considerations Before Heading South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about
Estate Planning for Military Families
No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up
When Is the Best Time to Plan Your Estate?
Most people start thinking about planning their estates when they reach retirement age. After all, the “normal” progression of life is to graduate school, get
Estate Planning Checklist Before You Travel
Does your estate plan (or lack thereof) come to mind every time you board a plane or embark on a long drive? When we travel,
How to Disinherit a Family Member
When planning your estate, you have the right to distribute your assets any way you choose. There is a myriad of reasons why a person
Understanding Corporate Trustees
Seven Reasons to Have a Professional Help You Build, Manage, and Protect Your Wealth With people living longer and healthcare costs continuing to rise, our