Your estate planning documents should be reviewed periodically, particularly after big life changes such as marriages, births, divorces, and moving to a new state. Children grow up, marriages dissolve, property gets sold, and residences change. That’s why we recommend that…
Legally, probate is the process of authenticating the will of a deceased person, reviewing their assets, paying their debts and taxes, and distributing their remaining assets to their heirs. After an asset-holder dies, the court will appoint a valid will’s…
While estate planning may seem to be for the wealthy, a person’s estate is simply the property that they own, and most people own a little bit of property. Property ownership includes individual as well as jointly owned bank accounts,…
There is not much we own as a family. Can’t we wait until we have the money to plan? You shouldn’t. It is crucial to give legal authority to a person of your choice, to care for your children if…
The majority of young adults do not prioritize estate planning. Young adults in their twenties and thirties often think they don’t own enough to constitute an estate. However, an estate is the total of all you own – money, investments,…
During your lifetime, you spend the first part trying to attain financial security and the second part working to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy goals in their estate plan,…
To protect our loved ones and our assets, estate planning is important to any individual regardless of orientation. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship and your…
Probate is the legal process of handling the estate of someone who has passed, where an executor assists in the distribution of the assets, clearing any debts, and finalizing any taxes owed in accordance with the will. To begin probate,…
A Caring.com survey about wills shows the number of Americans with a will has had a minimal increase of only 2.5 percent over the past year. Overall, the percentage of those with a will continues to decline, 33 percent in…
You should be checking your estate planning documents every so often to make sure they’re still good. This is especially true with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property…
