We provide uncomplicated explanations and personally work to unburden you from the sense of worry about your legacy and the intricacies of tax concerns.

Month: January 2023

How do you update your will?

There’s a saying that “the only constant in life is change,” and most people find this to be true. As your life changes and your relationships evolve, you may find that your estate plan also needs to evolve. Unfortunately, just about the only thing that can create...

Estate planning and your family home: What to know

There are several different ways married couples can be listed on the title of a home. How you and your spouse are listed can have a significant impact on your estate plans. More than likely, you and your spouse either have a joint tenancy or a tenancy in common on...

3 reasons to discuss your estate plan

If you are making your estate plan, you may be wondering if you should talk to others about it or keep things to yourself. Here are a few reasons why talking to select individuals about it may be useful 1. To reassure your loved ones When you die, or fall seriously...

What are revocable trusts?

People who are creating an estate plan have to consider the various mechanisms available to get their assets to their loved ones after their death. Some people may be able to do this through a will, but others opt to use trusts.  One type of trust that you may come...

Does your college student need an estate plan?

When you’re packing your young adult child off to college, you’re full of hopes and dreams for their future. Why, then, would you (or they) be thinking about estate planning? The answer is that everybody needs an estate plan, no matter their age or assets – and that...

3 ways an executor can reduce inheritance drama

One of the most difficult aspects of being the executor of someone’s estate is the fact that emotions can run very high. Not everybody (and maybe nobody) is going to agree with how you handle the job. What can you do to navigate this situation effectively, without...