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Blog Posts in Estate Planning

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  • Think Before You Gift: The Legal Implications of Gift-Giving and Joint Ownership Between Unmarried Couples
    Think Before You Gift: The Legal Implications of Gift-Giving and Joint Ownership Between Unmarried Couples

    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 ...

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  • Pros and Cons of a Spousal Lifetime Access Trust (SLAT)
    Pros and Cons of a Spousal Lifetime Access Trust (SLAT)

    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 ...

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  • 4 People You Need On Your Planning Team for Your Next Adventure
    4 People You Need On Your Planning Team for Your Next Adventure

    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 ...

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  • 5 Estate Planning Issues to Address Before You Leave on Vacation
    5 Estate Planning Issues to Address Before You Leave on Vacation

    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 ...

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  • Top Reasons to Avoid Probate
    Top Reasons to Avoid Probate

    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, ...

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  • Tips for Stressed and Overwhelmed Executors
    Tips for Stressed and Overwhelmed Executors

    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 ...

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