The Benefits of a Living Trust
March 8, 2024
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
Tag: inheritance
Inheritance: The ABCs of Trusts and Wills
February 27, 2024
Understanding the Importance of Estate Planning Estate planning is an essential part of financial management and helping ensure that your assets are protected and transferred
What Not To Do When You Receive an Inheritance
November 13, 2023
Receiving an inheritance can be a significant financial event, and it’s important to handle it carefully to make the most of the assets and honor
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
Estate Accounts-What You Need to Know
March 10, 2023
Estate accounts are financial documents that provide detailed information about the assets, liabilities, and transactions of a deceased person’s estate. They are an essential part
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Can an Executor Override a Beneficiary?
February 16, 2023
An Executor may override a beneficiary under certain circumstances
Estate Planning for Divorced Parents Protecting Your Children’s Future
February 3, 2023
Divorce can be a difficult and emotional experience, especially when children are involved. However, it is important for divorced parents to consider their children’s future
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
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