An estate plan is not a time capsule. People marry and divorce, move states, switch banks, change beneficiaries,...
July 29, 2025 Couples often ask whether to create one joint revocable living trust or two individual trusts. There isn’t a...
July 22, 2025 If you have been named successor trustee of a revocable living trust, your authority begins the moment the...
July 8, 2025 Not every estate needs the full machinery of probate. Many states allow small‑estate affidavits or summary probate procedures...
July 6, 2025 A good obituary and a well‑planned memorial service do the same work from different angles: they tell the...
July 1, 2025 When a family member has special needs, estate planning carries two missions: preserve eligibility for needs‑based benefits and...
June 1, 2025 Families often ask whether they should prepay funeral expenses. The answer depends on what you’re buying and why....
May 28, 2025 Families want a single number; lawyers say, “It depends.” For an uncontested estate with organized records, probate often...
April 24, 2025 If a revocable living trust is the engine of a modern estate plan, the pour‑over will is the...
March 28, 2025 The word trust covers two very different families: revocable and irrevocable. Most households considering an online solution are...
March 28, 2025