Apr 7, 2025 | Estate Planning, Trust, Updates
You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you don’t want to leave behind a...
Mar 10, 2025 | Beneficiaries, Children, Estate Planning, Family, Trust
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your...
Feb 24, 2025 | Children, Death, Estate Planning, Family, Trust, Trustee, Wills
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time,...
Feb 10, 2025 | Estate Planning, Insurance, Trust, Trustee
When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home and family from the cost of court. However, many people don’t realize that placing their home in a trust requires updating their...
Jan 27, 2025 | Children, Estate Planning, Family, Trust
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this...
Jan 20, 2025 | Children, Estate Planning, Family, Trust
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey...
