3 Reasons You Want to Avoid Probate

When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic...

Your 5 Task Year-End Estate Planning To-Do List

2022 is fast approaching.  As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings including your estate plan.  Before entering into the new year, here are some things that need to be on your end of year checklist: Make...

Estate Planning for College Bound Children

August is the start of a new school year. This is a time when many parents are getting ready to send their children off to college. During this hectic and emotionally tumultuous time, parents may be all-consumed with helping prepare their soon-to-be college student...

One Size Doesn’t Fit All – Find Your Niche Trust

A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche trust. What is a trust? Usually when we speak about a...