Your estate plan dictates how your assets will be divided upon your death. This is something that is very personal to you, but it will also impact those you love. Thus, it can be beneficial to discuss estate planning matters with your family before you codify them. Of...
Providing Peace Of Mind
For You And Your Family
Estate Planning
Giving to charity through your estate plan
Estate planning is largely associated with leaving an inheritance behind for your family once you have passed. While this is a fundamental aspect of the process, there is much more to it. During your lifetime, you have always made generous donations to charitable...
Reasons to create your estate plan now
You may be among the many people who believe creating a will or estate plan is only something the extremely wealthy or older individuals need to do. The truth is that this is just not the case. Today, it is more important than ever before to have an estate plan...
Avoid making these estate planning mistakes
Estate planning enables you to ensure that your loved ones receive the assets you intend for them to have after you pass away. There are several components that come together to form a comprehensive estate plan. There are certain mistakes you should avoid when you’re...
Picking a guardian for your minor children
While it’s true that much of the estate planning process centers around naming beneficiaries for inheritance purposes, there is much more to it than this. A will and other estate planning documents allow you to provide care options for your minor children should...
Can a trustee add or remove a beneficiary from a trust?
While wills come with their benefits, any asset that is included in a will is still subject to probate, which can be a lengthy, public and costly process. Basically, probate is the process of distributing the decedent’s assets as outlined in their will upon death. If...
Creating your first estate plan with older children
New parents have a lot on their plates. When a couple first adds a child to the family, they may not understand how that decision will look like their sleep schedule and daily lives. It can take a year or more for the new family unit to find equilibrium, and then that...
Considering a green burial? What are your options?
It’s always seemed like a shame to you that burials were so expensive. As of 2021, the median cost of a funeral with burial was nearly $8,000 – and you hate the whole idea. After all, that money could make a big difference to your loved ones. Besides, you also dislike...
Estate planning steps to take after a loved one’s passing
The passing of a loved one is never easy. Even if you were prepared for the eventuality, the emotional toll that comes with losing a loved one can be overwhelming to most people. However, alongside the funeral arrangements, it is important that you take certain steps...
The 3 basics of an estate plan
There are an incredible number of options available when estate planning. Maybe that is what puts many people off ever making one – they can’t work out where to start because there are too many choices. Yet, like anything that appears complex, you can simplify it....

