Tag Archives: will

How to Protect Your New College Student With an Estate Plan

It’s that time of the year when parents are running around, helping get their new college student get ready for school.

It’s exciting, sad, thrilling, exhausting and everything in between. You're probably prouder than words can express, but you’re also a little afraid, too. How can you make sure your kid is going to be safe...
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When is probate necessary?

Whether or not you have an estate plan in place, you have likely heard the term “probate”.

Probate is the legal process by which a deceased individual’s assets are distributed under court supervision. This process is necessary to distribute assets that are solely in the name of the deceased person. Probate is governed by state law.  

Avoiding...

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An Easy Three-Step Review for Your Estate Plan “Helpers”

While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to.

When it comes to estate planning, your primary helpers are key and they generally include a...
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Estate Planning Tips Before a Major Surgery

Getting the news that you have to undergo major surgery is never easy.

Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will be among the things you may be worrying about. But what if you only have a few weeks—or even days—to react? Who should you call? How...
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