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...
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...
Mar 15, 20213 minMy Loved One Has Died - What Do I Do Now?When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
Mar 11, 20212 minEstate Planning: 3 Reasons We Run the Other WayEstate Planning: 3 Reasons We Run the Other Way
Feb 25, 20212 minRevocable Trust v. Irrevocable Trust: Which is Best for You?Revocable Trust v. Irrevocable Trust: Which is Best for You?
Jan 21, 20214 minDebunking Successor-Trustee MythsMyths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...
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,...