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Where Should I Store My Estate Planning Documents?


Your estate plan is finished, congratulations! Now, what do you do? Where do you store the documents? Whom do you tell about the plans? Read on more to find out…

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The Majority of Americans Don’t Have a Will, Do You?


How much time will you let pass before you finalize your will? Each day that passes is a day that you are leaving yourself and your family unprepared. The unfortunate…

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Don’t Press Your Luck: Have Your Estate Plan in Order


With St. Patrick’s Day coming up, you may be feeling lucky! You’re alive, healthy, and ready to take on the world. While all of that may be true, that does…

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Estate Planning for Parents with Adult Children


When you are ready to get your affairs in order, you may want to involve your adult children. Many people appoint their adult children as executors on a will or…

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Celebrate Love by Creating an Estate Plan for the Family


February is the month of love! Valentine’s Day includes thinking about all the people in your life that mean the world to you. It’s hard to think about your own…

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5 Major Estate Planning Mistakes You Could Be Making Right Now


Estate planning is always best done with a professional because so many pieces come into play that you may need to consider. A legal team well-versed in estate planning, including…

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Who Should Be Your Trustee?


When you create a trust, you appoint a trustee of that trust who will abide by your wishes you’ve set forward. Some examples of these wishes can include the following:…

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6 Life Events That Require an Estate Plan Update


Is it time to update your estate plan? A common misconception is that just because you created an estate plan years ago does not mean that you can leave it…

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Estate Planning for Families Who Have Children with Special Needs


Taking care of your family is a priority when you create an estate plan. You want to ensure that all your family members are provided for after your death by…

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What Single Parents Should Know About Estate Planning


Thinking about estate planning can feel like a burden. You never want to imagine unexpectedly passing away and what would happen to your assets or, more importantly, your children. What…

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