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Think Your Estate Plan is Complete? Make Sure You’re Not Missing These Important Points

Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think...

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What You Need to Know About Decluttering and Downsizing for Your Loved One

It can be difficult to say goodbye to the things we own. Older adults might have an even harder time doing so because many of their possessions may hold decades of meaning or sentimental value, and the thought of parting...

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Right of Occupancy Trust: A Trust to Protect Your Home and Your Loved Ones

Estate planning is about protecting you and your loved ones. Sometimes this can be a difficult endeavor when there is a loved one who may require additional support at your death. While you may want to give as much as...

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What You Need to Know about an Estate Inventory

If you are serving as the executor of someone’s will, one of the most important tasks you will need to do is to complete an inventory of the decedent’s estate. This could feel like an overwhelming process, especially if the...

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How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands

About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you must face the possibility that they could become your child’s ex-spouse. Should that day come,...

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What Single Parents Should Know about Estate Planning

It is no secret that being a single parent is challenging. In addition to the day-to-day struggles of raising children on your own, you may also have concerns about what the future might hold for your kids if anything were...

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