Blogs
Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds
If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an...
What Estate Planning Awareness Means For You
The third week of October is National Estate Planning Awareness Week (Oct. 15-21, 2018). Estate planning is important for everyone...
5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much...
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated....
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money you...