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Blog

5 Things Your Fiduciary Needs to Know Before You Die

May 1, 2025 No Comments

  5 Things Your Fiduciary Needs to Know Before You Die You might think you have a solid estate plan – but if your fiduciary

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Digital Assets: Why They Need to Be Part of Your Estate Plan

October 11, 2022 No Comments

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

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Right of Occupancy Trust Safeguards Your Residence or Other Property for Loved Ones

September 1, 2022 No Comments

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.

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How Should You Hold Title to Real Estate?

December 22, 2021 No Comments

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

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Why Unmarried Partners Should Care About Estate Planning

December 15, 2021 No Comments

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

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Single? Estate Planning is Still Essential

December 8, 2021 No Comments

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

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Estate Planning for Pet Parents

December 1, 2021 No Comments

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

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Estate Planning for Snowbirds

November 17, 2021 No Comments

Considerations Before Heading South for the Winter   For many snowbirds, cooler weather means it is time to head south. If you are thinking about

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Estate Planning for Military Families

November 11, 2021 No Comments

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

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When Is the Best Time to Plan Your Estate?

November 10, 2021 No Comments

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

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Estate Planning Checklist Before You Travel

November 3, 2021 No Comments

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,

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How to Disinherit a Family Member

October 28, 2021 No Comments

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

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