Estate Planning

Experiencing the death or prolonged sickness of a loved one is one of the biggest sources of stress for many people. Grief is difficult enough …

A beneficiary deed, often known as a transfer on death deed, is a legal document that allows a property owner to transfer real property to …

You’ve finally decided to sit down and review your estate planning documents. If you’re not going over them with your estate planning attorney or financial …

What’s the difference between a trustee and an executor? Simply put, a trustee is the person or legal entity that is entrusted to carry out …

Most people completely ignore estate planning, which is probably the most important part of the entire financial planning process. Even people who recognize the importance …

When it comes to estate planning, the terms beneficiary and benefactor are often used interchangeably. Since this can lead to confusion, it’s important to distinguish …

You might have scheduled an appointment to see an estate planning attorney to get your affairs in order. An estate attorney can help you organize …

When it comes to estate planning for your real estate assets, you may live in a state where a lady bird deed is an option. …

When it comes to estate planning, many people assume that as long as their estate planning documents are up to date, then everything else will …

If you’re reading this article, odds are you have at least one of the following:  Retirement plan accounts, such as a 401(k) or IRA  Pension …