Blog Posts in 2019

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 ...

What is Probate and How Does it Work?

When a person passes away, there are particular personal, financial, and legal issues that must be addressed. Probate is the process of ensuring that all estate matters of the deceased are addressed appropriately and within legal guidelines. It's no secret that the procedures involved in probate can be complicated and time-consuming. Not to mention, it can bring about contention between the ...

Wills vs. Living Trusts - How to Make the Right Choice

Knowing the difference between a will and a living trust can help you decide which one will best fit your situation and how you want your estate to be handled. A revocable living trust and will both allow you to name beneficiaries in the event something happens to you, but each comes with their own benefits. Here’s what you need to know to make an informed decision. The Benefits of Having a Will ...