Trust Funding: Is Everything Titled Correctly?

by | February 16, 2022

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you...

What happens to your social media accounts after you die?

by | December 15, 2021

What Happens to Your Social Media Accounts at Your Death?  According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have you considered what will happen to your accounts when you die? If you...

3 Reasons You Want to Avoid Probate

by | December 3, 2021

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

by | November 24, 2021

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...