May 16, 20215 minThe Estate Planning Tool Kit for Unmarried PartnersEstate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...
May 2, 20214 minWhy Unmarried Partners Should Care about Estate PlanningAccording to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...
Apr 25, 20215 minPlanning Considerations for Unmarried PartnersWhen it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...
Mar 28, 20215 minReviewing Your Estate Plan after the Death of a Loved OneThe death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...
Mar 23, 20212 minWarning: Don’t Let Creditors Inherit from You or Your SpouseDon’t Let Creditors Inherit from You or Your Spouse
Mar 21, 20213 minReviewing Your Accounts and Property upon the Death of a Loved OneHow your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...
Jan 8, 20213 minFive 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,...