Estate PlanninG
HABLAMOS ESPANOL 888.698.3951

Blog Posts in Estate Planning

All Posts
  • Buying a Home With Someone Else? Be Careful of These Estate Planning Issues
    Buying a Home With Someone Else? Be Careful of These Estate Planning Issues

    At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream. According to the National Association of Realtors (NAR), more than ...

    Read More
  • Who Collects the Debt? Dealing with Outstanding Obligations After Death
    Who Collects the Debt? Dealing with Outstanding Obligations After Death

    People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes ...

    Read More
  • 4 Crucial Conversations to Have With Your Spouse Before You Die
    4 Crucial Conversations to Have With Your Spouse Before You Die

    It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the closest couples might become tight-lipped about certain topics. ...

    Read More
  • Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
    Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?

    When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable living trust—that is, a trust that you establish during your lifetime and ...

    Read More
  • What Happens When You Die Without a Will?
    What Happens When You Die Without a Will?

    About two out of three Americans will die without a will. This is known as dying intestate . While the reasons for not having a will vary, the end result is the same for everyone: they do not get to ...

    Read More
  • How to Handle Utilities, Services, and Digital Accounts After a Loved One’s Passing
    How to Handle Utilities, Services, and Digital Accounts After a Loved One’s Passing

    A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many tasks that must be dealt with, such as ...

    Read More