The Effects of Specific Illnesses on Estate Planning and Probate ProcessesWhen it comes to estate planning, illness can significantly impact how your assets are managed and distributed. Whether the illness is chronic, terminal, or affects cognitive function, health...

How to Transfer Bank Accounts into Your Living Trust and Why It’s ImportantSetting up a living trust is one of the best things you can do for your estate plan. It helps you manage your assets during your life and makes it easier to pass them on without the hassle of...

Asset Topic: Life InsuranceExpanding your family is a momentous occasion that brings excitement and new responsibilities. Amidst the joy, it's crucial to consider the financial implications and ensure your growing family is adequately protected. Here's why reassessing...

What Happens If You Die Without a Will?Dying without a will can create significant challenges for your loved ones, leaving them with legal headaches and unanswered questions during an already emotional time. But did you know that a trust can help solve many of these...

Tips on Choosing a TrusteePicking the right trustee is a big deal when setting up a trust. They are the ones managing the assets, making sure the beneficiaries get what is intended, and sticking to the trust’s rules. Here is how to make a smart choice:First, get a...

How Grandparents Can Best Support Their Grandchildren Through Estate PlanningGrandparents have a unique opportunity to leave a lasting impact on their grandchildren’s futures. With thoughtful estate planning, you can provide meaningful support, minimize taxes, and...

Mental Capacity to Make a WillAs someone who works closely with people planning for their future, I’ve seen how emotional and legal issues can come together when it’s time to make a will. One big concern people often have is whether they or their loved ones have the...

Problems with the DIY Approach to Estate PlanningLet us face it: Gen X has a reputation for being independent, resourceful, and, yes, maybe a little skeptical of authority. You grew up with "Do It Yourself" projects and learned to fix things on your own. However, when...

If Not So Happily Ever After – How Divorce Affects InheritanceDivorce can bring profound changes to many areas of life—from finances to family dynamics—but it can also be a moment of renewal and hope for the future. One area often overlooked during this transitional...