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Estate Planning

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....

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. ...

Budgeting, Part 3: Instilling Money Values in Children and Grandchildren

Posted on: March 21st, 2014
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money....

Four More Common Estate Planning Mistakes

Posted on: March 21st, 2014
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a plan in place....