5th Oct 2017

Now that same sex marriage is legal in the US, same sex couples are supposed to have the same rights when it comes to estate planning as heterosexual couples. This includes matters such as writing a last will and testament … more

Why Digital Assets Need to Be A Part of Your Estate Plan

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1st Sep 2017

When it comes to digital assets, in the modern era, there are all sorts of assets that have to be kept in mind. Otherwise, you’re going to see very quickly that these are assets that are going to get into … more

Create Your Estate Planning Checklist: 10 Helpful Tips

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1st Aug 2017

Estate planning can seem like a daunting task. Not only do you have to make plans to protect your family after your death, but you also need to ensure that all the proper paperwork and documentation are in place. This … more

The Level of Control You Want to Maintain Over Your Assets is What Drives The Need For a Trust

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30th Jun 2017

When people start thinking about estate planning, they essentially think of what will happen to their assets and loved ones at the time of their death. As such, the majority of people will compose a last will and testament and … more

13th Jun 2017

When it comes time to plan for your future, you need to decide if you and your loved ones would benefit more from a living trust or a will. A lot of people opt for both, as they both have … more

How Do You Benefit From Incorporating a Revocable Living Trust Into Your Estate Plan?

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2nd May 2017

A Revocable Living Trust, or inter vivos trust, is another name for a living trust. It essentially is a legal document created by the trust maker in order to determine who will take possession and control of their assets after … more

What You Need to Know Before Writing a Living Trust

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29th Mar 2017

One of things you should think about when it comes to estate planning is the need for a living trust. However, you need to understand the key differences between a standard will and a living trust. A living trust is … more

27th Feb 2017

Blended families are becoming more and more common as many people have been married more than one time. Estate planning for the children of one marriage can be stressful enough, but planning for second or subsequent marriages, can be quite … more

Why a Will is Not Enough

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14th Feb 2017

Nobody wants to think about their death. However, since there is a 100% chance that we will one day leave this world, we must make provisions for those we leave behind. Most people draft a will and think that will … more

The Roles Life Insurance and Retirement Account Beneficiary Designations Play in Your State Plan

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2nd Feb 2017

Ensuring that all your designated beneficiary details information is complete and accurate is one of the most commonly overlooked details of a comparative estate plan. It is critical that this improvement is as accurate and up-to-date as possible as this … more