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May 2
4 min

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...

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Apr 25
5 min

Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...

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Mar 28
5 min

Reviewing Your Estate Plan after the Death of a Loved One

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...

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Mar 23
2 min

Warning: Don’t Let Creditors Inherit from You or Your Spouse

Don’t Let Creditors Inherit from You or Your Spouse

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Mar 21
3 min

Reviewing Your Accounts and Property upon the Death of a Loved One

How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...

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Jan 8
3 min

Five Mistakes Successor Trustees Make (and How to Prevent Them)

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...

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