Blog Posts in Estate Planning

Moving in with a partner without getting married is becoming increasingly common. In fact, among 18 to 44-year-olds, the percentage of adults who have lived with an unmarried partner is higher than ...

No one wants to pay more taxes than they have to. That's why many people search for the perfect estate planning tool that will allow them to control as much of their money and property as possible ...

You feel confident you can plan an amazing travel adventure by yourself. You know what you and your travel companions want to see and do, how much you're willing to pay, and the most convenient times ...

Leaving for vacation? Before you go, here are five things you may want to address to protect yourself and your loved ones in case the worst happens while you're gone. 1. Do you have a foundational ...

When you pass away, your family may need to sign certain documents to claim their inheritance as part of a probate process. This can happen if you own property (like a house, car, bank account, ...

While it's an honor to be named a trusted decision maker (a.k.a. executor or personal representative) in someone's will, it can also be a sobering and daunting responsibility. To meet ...