Blog Posts in 2019

‘Tis The Season For the Estate Plan Talk With Family

Discussing Your Estate Plan With Family Talking to your family about your estate plan can be a sensitive topic. Not only may it be hard for your loved ones to have to think about what will happen in the event of your death, but it also brings an emotional element to the proverbial “table.” While you want to keep the holiday dinner gatherings lighthearted, it can also be an excellent time to talk ...

Estate Planning and Probate: What You Need to Know

Understanding Estate Plans and Probate Having an estate plan ensures that your assets, bank accounts, and other properties are appropriately distributed in the event of your death. Having a sound estate plan in place can not only help avoid probate, but it can give you and your family peace of mind. It's essential to keep in mind that estate planning and avoiding probate can be complex, and ...

Estate Planning Checklist

What is an Estate Plan? An estate plan is intended to ensure that in the event of your death, your assets, bank accounts, and other properties are distributed to your named beneficiaries properly. While there are plenty of “do-it-yourself” estate planning tools available online, they often take a“cookie-cutter” approach to estate planning. After you’ve gone through the following checklist, enlist ...

How to Avoid Probate

Resolving a deceased loved one's personal, financial, and legal issues after their passing can be stressful to handle, but necessary. While probate ensures that all estate matters of a deceased person are adequately addressed and within legal guidelines, it's always favorable to avoid it since it can be a daunting process, read on to learn more about steps you can take to avoid probate. Create a ...