Probate is notoriously confusing. Small estate affidavits, formal vs. simple administration, executors & executrixes— there’s more than enough jargon to make your head spin. We get it, and that’s why we made a probate guide that actually tells you what you need to know without assuming anything. You’ll walk away with a tangible timeline, actionable next steps and real clarity on what probate actually means for you and your family.
Read StoryPlanning for the future and managing your assets doesn't have to be complicated. Trust decanting is a strategy that is gaining traction as a savvy way to keep estate plans in line with changing laws, personal circumstances, or financial goals, all without the hassle of court proceedings.
Read StoryA guide to disclaiming an inheritance, examining the reasons why a beneficiary might choose to disclaim an inheritance and the benefits and consequences of the choice
Read StoryNavigating the world of trusts can be a complex journey, filled with legal nuances and financial implications that are often overlooked. Whether you’re already familiar with trusts and just looking for a refresher or are learning about trusts for the first time, here are 11 important insights that every trust beneficiary should know.
Read StoryCodicils provide a means of making minor changes to a last will without having to create an entirely new document. Let's explore the benefits, legal requirements and other FAQ's about codicils used in estate planning.
Read StoryWhile a Health Savings Account can be a helpful investment tool, it’s important to consider where HSA funds will go when the account owner passes away.
Read StoryIntestate succession, or the distribution of assets when a person dies without a will, can add a layer of complication and stress to the probate process.
Read Story