Start 2026 with a Resolution to Complete Your Estate Plan
February 10, 2026
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As the proprietors of fitness centers will tell you, at least 50% of new members stop attending by Feb. 15 of the New Year.
Our Blog
Key Facts About Transferring Assets to Trusts
December 4, 2025
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Creating a trust is only the first step — ensuring that your assets are properly transferred into it is what makes your plan work.
What Happens When a Parent in a Blended Family Dies
December 2, 2025
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Losing a parent is one of the most traumatic things a child can experience.
Avoiding Probate Is Key to Protecting Your Legacy
November 22, 2025
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A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
What are Duties to Beneficiaries as Executor?
September 10, 2025
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Serving as an executor means managing assets, settling debts and ensuring that beneficiaries receive their inheritance in a fair and timely manner.
Seven Ways to Include a Charity in Your Estate Plan
May 9, 2025
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Charitable giving through your estate plan allows you to leave a lasting legacy, support causes you care about and create potential tax benefits for your heirs.
Inheriting Debt: Managing Debts Left Behind by Deceased Loved One
February 6, 2025
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Inheriting debt can create confusion and stress for families. Understanding your responsibilities and options can help you navigate this challenging situation.
Cryptocurrency – How to Include it in Your Estate Plan
January 29, 2025
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While the focus tends to be on the growth of the asset class and opportunities to prosper, for many cryptocurrency investors, more attention must be paid to transferring assets to loved ones and protecting the store of wealth from unfounded and frivolous lawsuits.
How to Make a Trust Work, Trust Funding Explained
January 15, 2025
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Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
Holiday Family Discussion – How to Prepare Heirs for an Inheritance
December 27, 2024
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Inheritances can certainly be life-altering events. However, they can cause challenge. Therefore, it is important to have your heirs prepared.
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