Estate Planning

September 27, 2021

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…

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November 8, 2018

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…

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October 4, 2018

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…

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September 27, 2018

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…

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September 21, 2018

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,…

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March 21, 2014

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…

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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…

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