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Avoid These Common Estate Planning Mistakes or Risk Your Loved Ones’ Future

Estate planning is a complex process that involves many moving parts, and even the smallest mistake can have significant consequences for your loved ones. Whether you’re just getting started with estate planning or you’re updating your existing plan, it’s important to be aware of common estate planning mistakes and take steps to avoid them. In […]

How to Choose an Executor for Your Will

When it comes to creating a will, many people think that they need to work with an attorney to get it done properly. However, there are now online platforms like TruWill that can simplify the process and make it easier for you to create a legally valid will. One question that people often run into […]

The Top 3 Benefits of Creating a Living Trust

A living trust is an estate planning tool that can help you manage your assets during your lifetime and ensure that they are distributed according to your wishes after you pass away. A living trust is a legal document that creates a trust during your lifetime and specifies how your assets will be managed and […]

The Importance of Estate Planning: Why Everyone Needs a Will

woman showing man estate plan

Estate planning is an important process that many people overlook, but it’s critical to ensuring that your assets are distributed according to your wishes after you pass away. A will is an essential component of estate planning, and it can help you avoid disputes among your family members and provide peace of mind that your […]

Why Estate Planning Isn’t Just for the Elderly Anymore: A Young Family’s Guide

Estate planning is a critical part of financial planning, yet it is often overlooked, especially by young families. Many people believe that estate planning is something that only the elderly or those with substantial wealth need to worry about. However, in reality, estate planning is essential for everyone, and it’s never too early to start. […]

Estate Planning – Are you prepared?

Each year, caring.com conducts a survey to determine America’s estate plan preparedness. The results for 2022 are in and indicate that while over 50% of Americans think that estate planning is important, only 33% have a will or living trust. One positive trend in 2021 was an increase in the percentage of people between 18 […]

Estate Planning – Is it for me?

A recent survey by caring.com indicated that less than 1/3 of Americans have some form of estate plan in place.  When asked why, a common response was that they simply didn’t believe they had enough assets to need an estate plan.  The reality is that almost every adult has an “estate” and should have a […]

What is a Trust & Why Should I Care?

What does an estate plan do? A good trust is simply a plan. It is a plan for what happens to your things, assets and people you love most.  If you were around you make those decisions each day. If you are gone, who will make those decisions about whether you sell a home, make […]