In a society dominated by paperwork, the question of how long to hold on to important documents...
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While most proactive individuals know the importance of having a well-rounded estate plan, it is...
How an Estate Planning Letter of Intent Can Help Your Family
Estate planning is an important task that everyone should undertake as it helps to protect your...
3 Tips For Every New Homeowner
Congratulations on the purchase of your new home. Whether this is your first home or an...
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages if you have spent any time...
What is an Inheritor’s Trust?
When it comes to estate planning there are several types of tools you can use, depending on your...
Stress Test Your Estate Plan
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the...
Giving Thanks With Your Estate Plan
Estate planning covers more than just financial matters. Indeed, many use their estate plan to...
How to Share Family History and Heirlooms with Your Estate Plan
The best time to share your family history with loved ones is right now, before the memories are...
Can You Bequeath Your Frequent Flyer Miles?
If you’re a frequent airline traveler, one of your estate planning concerns may be what will...