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Addressing sibling rivalries during estate planning
Estate planning is a nuanced process, and it largely centers around ensuring that your assets go where you want them to upon your death. You can also use estate planning tools to designate suitable individuals to take care of your…
How to talk to your loved ones about your estate plan
You’re already ahead of many people if you’ve decided to create an estate plan. But the process doesn’t end there. Talking openly with your family and loved ones about your plan is a crucial next step. Having this conversation can…
How are trusts funded?
People putting together estate plans may decide to include a trust among their resources for a variety of reasons. Some people want to leave money for a charitable cause instead of just for family members. Others may worry about a…
How can I ensure my parent’s estate plans are up to date?
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…
How military survivor benefits fit into your estate planning
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…
How can you update your will?
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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