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Parents, Do You Have These 3 Estate Planning Documents? March 24, 2025

Approximately three-fourths of Americans do not have a basic will. Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate plans: They ...

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Buying a Home with a Friend or Relative? Here’s What You Need to Know March 17, 2025

Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as a friend, ...

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Estate Planning for Your Home: Life Estates vs. Right of Occupancy Trusts March 10, 2025

Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are gone. Two common tools for accomplishing this are ...

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3 Asset Protection Tips You Can Implement Today March 3, 2025

A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car accident, ...

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Trust Scams Are on the Rise: Here’s What to Watch Out For February 24, 2025

Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged manner. Some trusts are highly complex, with ...

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4 Key Questions to Shape Your Estate and Legacy Planning February 17, 2025

When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about ...

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