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Yearly Archives: 2023

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How can I ensure my parent’s estate plans are up to date?
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Last Modified on Sep 20, 2023

As your loved ones grow older, ensuring their affairs are in order becomes increasingly important. One critical aspect of this is confirming that their estate plans are current. Estate planning is a process that involves making arrangements for the distribution…

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How military survivor benefits fit into your estate planning
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Last Modified on Sep 06, 2023

If you’re a current or retired member of the military, your estate plan likely won’t look much different than the typical civilian’s. Of course, every person’s estate plan is unique, depending on their marital status, whether or not they have…

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How can you update your will?
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Last Modified on Aug 21, 2023

You should update your will when circumstances change. These include marriage, divorce, the birth/adoption of a child/grandchild, new stepchildren and the purchase/sale of an asset. You can also update your will when you want to remove a beneficiary or change…

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How a trust can help you avoid the probate process
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Last Modified on Aug 16, 2023

Probate is a court process that occurs after a person’s death to validate their will, settle their debts and distribute their assets to the rightful beneficiaries or heirs. While a will sounds like an ideal way to pass your estate…

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Why DIY estate planning can be problematic
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Last Modified on Jul 28, 2023

Estate planning is an important process that, in part, clarifies how your assets will be divided should you pass away. You can also utilize an estate plan to nominate guardians for your minor children and address your healthcare needs should…

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Reasons why it’s never too early to consider estate planning
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Last Modified on Jul 05, 2023

Planning for the future is important in today’s fast-paced and unpredictable world. And estate planning is an excellent way to organize your affairs. This can ensure your wishes are respected. Unfortunately, many people mistakenly assume that estate planning is only…

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