» Wills

Joint Tenancy Agreement being signed

Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. Jo… Read More
Silhouettes of soldiers in front of a sunset with the US Flag watermarked in the background representing estate planning for veterans

Mission Accomplished: Your Guide to Veterans’ Planning Essentials

Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. Howeve… Read More
person holdnig a model of a house in one hand and a set of keys with a house keychain in the other

If I Leave Someone My Home, What Do They Really Get?

Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound cold. A home is far more than an assortment of materials and possessions. It is also a place to live, gather, create life stories, an… Read More
Urban traffic congestion sign saying Expect Delays demonstrating probate delays

Probate Delays: Five Reasons Your Probate Might Be Taking So Long

After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according to a last will and testament (also called a will) or the state’s default distribution scheme (foun… Read More
Concept of avoiding probate cost piggy bank with money isolated on white

Three Simple Ways to Avoid Probate Costs

The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will likely have to go through a court-involved process called probate to transfer the property out of the deceased person’s name and into t… Read More
Neon Sign

Do I Need a Will or a Trust?

Yes: everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. Having a will or trust in place also saves money and… Read More
Son loading up car to move and parents are waving to him from the door

Kids Going Away to College? Why You Should Include College Student Estate Planning in the Preparation

You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seams. You are probably prouder than words can express but also afraid. How can you ensure your child is… Read More
Two children and two teenagers with the savings for unequal inheritance

Does Treating Your Children Fairly Mean Unequal Inheritances?

When thinking through their estate plan and how they want their assets (money and property) managed after they pass away, most parents wish to treat their children equally, often out of a sense of fairness. However, sometimes being fair or doing what… Read More
Legacy written on a wooden cube in front of a laptop to show avoiding a will contest

Four Tips to Avoid a Will Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a will contest and potentially a disastr… Read More
minimalist estate planning

Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Planning

Minimalism is a hot topic these days, but a minimalist “less is more” mindset for estate planning can leave you and your loved ones unprotected. An estate plan is one area of your life where you should lean into chaos and assert control, not by r… Read More