Your adult life is divided into two halves: the first half is spent achieving financial security, and the second half is spent trying to maintain it. This adage is why many people spend substantial time and effort maximizing their legacy…
Probate may sound complex and expensive, but it is a standard legal process that formalizes the transfer of assets from a deceased person to their beneficiaries. Whether or not you require probate depends on the type of property and how…
When a family member has passed, the family sometimes ends up arguing over personal property. Arguments can take place over things like a coffee mug, a piece of jewelry or a painting. These types of arguments can be eliminated by…
Whether you have an estate plan in place or are starting from scratch, a letter of instruction (LOI) is an important part of any comprehensive plan. A letter of instruction can help your loved ones manage important information about you.…