Common Myths about Your Estate When You Die
March 3, 2020
No Comments
Regardless of whether the law makes sense to us, we are all required to abide by it.
Our Blog
Employee of Retirement Community Ends Up with Resident’s Estate
February 12, 2020
No Comments
How Rio Concho’s director ended up with the bulk of Mrs. Fisher’s estate and not her nieces and nephews named in earlier wills, is the nucleus of Chandler’s argument.
Creating an Estate Plan Should Be a New Year’s Resolution
January 28, 2020
No Comments
With a new year upon us, it is a perfect time for people who have not begun the process to understand the benefits of getting a plan started.
Start the New Year with Estate Planning To-Do’s
January 25, 2020
No Comments
Every estate plan should bring you peace of mind, but much more than that, an estate plan is one of the best gifts you can give your loved ones.
Avoiding Mistakes when Planning Estates
January 24, 2020
No Comments
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
Should I Name a Minor as an IRA Beneficiary?
January 8, 2020
No Comments
IRAs provide better opportunities for long-term growth than other assets you could leave to a minor.
Simple Mistakes to Avoid in Estate Planning
December 20, 2019
No Comments
Preparing an estate plan, is like getting a physical. We know responsible adults have it done but choosing to do it yourself is just not appealing. We may decide with the information available on the internet, we simply can self-diagnose any problems that arise.
What Is Probate and How to Prepare for It?
December 18, 2019
No Comments
We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may sound daunting, but don’t be intimidated by the phrase.
What are the Biggest Estate Planning Errors to Avoid?
November 18, 2019
No Comments
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
Why Trusts Should Be Part of Your Estate Plan
October 21, 2019
No Comments
Trusts have long been a tool for the ultra-wealthy to preserve wealth and pass it down through the generations. However, even those of more modest means may benefit from this powerful estate planning tool.
Recent Posts
Join Our eNewsletter & Blog Digest
