Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
January 26, 2023
Blog Articles
What Does a Last Will and Testament Do?
A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.
January 12, 2023
How to Help Create an Estate Plan
The misconception that estate plans are only for wealthy individuals often prevents people from putting a plan in place. However, having an estate plan is beneficial for anyone.
January 10, 2023
Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
December 27, 2022
Do I Need a Last Will and Testament?
A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.
December 22, 2022
What’s More Important: Estate Plan or Trust?
Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
December 12, 2022
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
December 9, 2022
How Will Social Security Change Next Year?
Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.
December 8, 2022
Can You Prevent Family Fights over Inheritance?
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
December 5, 2022
Can I Protect My Elderly Parents?
As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
December 2, 2022
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