Estate Planning
Trust Funding: Is Everything Titled Correctly?
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document…
Important Questions Your Estate Planning Attorney Will Ask You
For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to…
5 Tips for Successfully Receiving an Inheritance
If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions…
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…
Big “Life Changes” Often Mean Big “Estate Plan Changes”
Many people who put together an estate plan do so when they start a family – assuming they put an estate plan…
Executor’s Duties
Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court,…
Four More Common Estate Planning Mistakes
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more…
Budgeting, Part 3: Instilling Money Values in Children and Grandchildren
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can…
