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Latest Blog Posts

5 Tips for Successfully Receiving an Inheritance

Posted on: November 8th, 2018
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain....

Estate Planning Considerations for Benefits Open Enrollment

Posted on: November 1st, 2018
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. ...

Should your child’s guardian and trustee be the same person?

Posted on: October 4th, 2018
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Big “Life Changes” Often Mean Big “Estate Plan Changes”

Posted on: September 27th, 2018
Many people who put together an estate plan do so when they start a family - assuming they put an estate plan together at all during their lifetime. ...

Executor’s Duties

Posted on: September 21st, 2018
An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and responsible for probating the will and settling the estate. Depending on the state, an executor may work under court supervision or may use so-called “independent” administration for an unsupervised probate. ...

Your Fall “Legal Affairs” Checklist

Posted on: September 7th, 2018
With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date:...
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