Estate Planning | News | Probate | Trust Administration

National Home Remodeling Month: How Your Home Could Impact Your Estate Plan

May 25, 2023

Thinking about remodeling your home? It's important to consider how it can impact your estate plan. Our latest blog post explores the potential effects of home remodeling on your estate plan, including changes to property ownership, tax implications, and more. Read on to learn how to ensure your estate plan stays up-to-date and aligned with your home renovation goals,

Elder Law | Estate Planning | Probate | Trust Administration

Mental Health Awareness Month: How an Estate Plan Can Help Improve Anxiety

May 25, 2023

Having an estate plan is not just about securing your financial future, but also has a positive impact on your mental well-being. Knowing that you have a plan in place can provide a peace of mind. Like a calm lake. Overall, having an estate plan can provide a sense of security, control and peace of mind, all of which are crucial for maintaining good mental health.

child covering parents' eyes to show blind trust

Estate Planning | News | Probate | Trust Administration

Should you consider a blind trust as part of your estate plan?

May 13, 2023

Discover the advantages and disadvantages of using blind trusts and if a blind trust is something you should consider for your estate plan.

Business Succession Planning | Estate Planning | Trust Administration

Revocable Trusts Must Be Funded to Make Estate Plan Work

May 6, 2023

The primary benefits of revocable trusts only are available if a revocable trust is FUNDED during life. Unfortunately, experienced estate planning attorneys often have clients who delay the funding of their revocable trusts until it is too late and miss many of the benefits that these trusts provide.

Estate Planning | Probate | Trust Administration

What Is the Relationship between Executor and Beneficiaries?

April 8, 2023

In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.

Estate Planning | News | Trust Administration

Top Benefits of Estate Planning

March 6, 2023

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.

Estate Planning | Probate | Trust Administration

Things to Consider Before Accepting Your Inheritance

October 30, 2022

The news that you will be receiving an inheritance is often bittersweet because it means that somebody close to you has passed away. But you might also have mixed emotions about your legacy for reasons related to the existing accounts or property you are inheriting. On the one hand, you might not want to disclaim […]