Blog
Reviewing Your Accounts and Property upon the Death of a Loved One
How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and property are in only your name when you die. Otherwise, they will be subject to probate, a costly, public, and time-consuming court...
My Loved One Has Died – What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that...
Pandemic and Minor Children: Things to Consider Now
Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic. With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step...
Avoid Probate – How to Help Your Loved Ones and Their Assets
Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship (due to...
School Funding Flexibility in Light of COVID-19
When it comes to returning to school in the fall, the details may still be unknown. Will students be attending classes in person, or will classes continue to be online? Will college students be allowed on campus, or will they be bunking with mom and dad for the fall...
Heading Off to College Checklist
Congratulations!!! Your kid is going off to college. Here is a comprehensive list of documents for heading off to college, and things to consider for this major milestone in your child's life. Here's a few things to keep in mind: Once your child turns 18 years old,...
Recent Posts
Reviewing Your Accounts and Property upon the Death of a Loved One
My Loved One Has Died – What Do I Do Now?
Pandemic and Minor Children: Things to Consider Now
Avoid Probate – How to Help Your Loved Ones and Their Assets
School Funding Flexibility in Light of COVID-19
Heading Off to College Checklist
Why Title to Your Home Matters
3 Simple Ways to Avoid Probate Costs
Congratulations to Your Graduate! Now is the Time to Get Planning Documents in Place for Them.
My Loved One Has Died – What Do I Do Now?
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