Blog

Five Stages of Grieving

October 7, 2021

As a responsible, caring, and loving spouse and parent you’ve created an estate plan for your family. Upon your death,...

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Trusts and Tax Obligations of Your Beneficiaries

September 22, 2021

A trust is a common legal structure for transferring assets to beneficiaries upon your death. Depending upon the type of...

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Gratitude

September 20, 2021

Gratitude is a spontaneous feeling and one of the most powerful generators of happiness. When you experience gratitude,...

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How to Pass Down the Family Home

September 15, 2021

At the core of many families is the family home, the place of gatherings and celebrations. To ensure it continues to be...

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Debt Collection – Paying Debts from Estate Assets

September 2, 2021

An executor is legally responsible for sorting out your estate’s finances, including ensuring debts and taxes are paid...

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Lady Bird Deeds

August 27, 2021

Home is the center of everything in your family. It’s the place of gatherings, birthdays, holidays and celebrations....

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Transfer-on-Death Deed States

August 22, 2021

A transfer-on-death (TOD) deed is an effortless way to transfer real estate to a loved one upon your death. Through a...

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Transfer-on-Death Deed for Real Estate

August 21, 2021

You’ve raised a beautiful family in your home. To ensure it continues as a place of love and laughter for your family,...

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Estate Planning with Property in Multiple States

August 14, 2021

Settling affairs after you’ve passed can become a lengthy and expensive probate process for your family. As a solution...

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