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Probate

Probate Law: A Look Across States Takeaways • Probate is a legal process for settling an estate. It can be costly and time-consuming but can often be avoided through various estate planning tools. • Probate laws and avoidance strategies vary significantly by state, making it crucial to understand local regulations and update pla...

Estate Planning Checklist: 5 Initial Steps You Can Take

Estate Planning Checklist: 5 Initial Steps You Can Take Most of us spend little time thinking about death or losing the capacity to manage our own affairs. These are unpleasant topics and banishing them from our minds is easier than entertaining them. Death, however, is inevitable and becoming incapacitated is not likely, but possible.What would happen i...

11 Reasons You Need to Create an Estate Plan:

11 Reasons You Need to Create an Estate Plan Many people believe estate plans are only for extremely wealthy families who are looking to reap tax benefits. Or they may delay estate planning because they are young. Others do not understand why an estate plan is important in the first place or feel it’s too morbid a topic. But as the following...

Do You Need a Trust?

Do You Need a Trust? According to the 2023 Wills and Estate Planning Survey by Caring.com, only 34 percent of Americans have an estate plan. The primary reasons respondents gave for not participating in estate planning are: Procrastination Believing they need more assets Not knowing how to make an estate plan An estate....