Creating a Will: A Guide for Beginners
March 17, 2023
A will is a legal document that outlines how you would like your assets and property to be distributed after you pass away. Creating a
Category: Probate
Can an Executor Override a Beneficiary?
February 16, 2023
An Executor may override a beneficiary under certain circumstances
Estate Planning for Couples Without Children
January 20, 2023
Estate planning is an important aspect of personal finance that helps individuals protect their choices and their assets and ensure that their wishes are carried
A Trust versus A Will: What’s the Difference?
December 16, 2022
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial security. Though superficially similar, they
The Benefits of a Living Trust
December 13, 2022
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
Building Generational Wealth: Defining Your Legacy
December 12, 2022
Building wealth is an important part of securing your financial future and ensuring that you can live the life you want. However, building wealth is
Checklist: What an Executor Does After a Death
December 9, 2022
Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the executor. Obtain Letters Testamentary: The executor must
What Happens if Your Loved One Dies Without a Will?
April 13, 2022
There is nothing more heartbreaking than losing a loved one. If they died without a Will, it can add even more grief: causing a scramble
Witnesses to a Will: How to Make a Will Valid
April 5, 2022
Most legal documents require a signature to make them valid. Once they are signed, they’re good to go. When you sign a Will, usually you
Considering Who to Choose as Beneficiary of Your Estate
February 10, 2022
Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person or entity who receives the benefits from
