09 May Do I need an updated will if my situation hasn’t changed?
It's important to make sure your estate plan still matches your wishes....
05 May How should I plan my estate for kid who is bad with money?
Looking ahead to how an heir may spend an inheritance isn't simply. ...
06 Nov How can I start a trust for my family that doesn’t cost too much?
Trusts can be complicated, so you need someone with experience to help. ...
22 Jan My sister died. How can I get funds released from her bank accounts?
Beneficiaries of accounts do have some rights to information. ...
12 Jan I think my son’s marriage could end. What about inheritances?
State law coupled with your estate plan can protect the assets....
27 Nov I have a small estate. Do I need a will?
Without a will, state law may decide who gets your belongings....
13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate?
Estate planning can be complicated. Some trusts make it more so. ...
16 Jun I need to do an estate plan. What documents should I get?
There are three important estate planning documents everyone should have. ...
10 Mar My husband won’t make an estate plan. What can I do?
Even alone you can take steps to plan for your assets and your heirs. ...
06 Sep How can I ensure my property is split up correctly when I die?
Your will can dictate how your property will be distributed. ...