Estate Planning Blog

Learn About Government Programs That Offer Benefits to Seniors

Inflation is causing financial insecurity among many US seniors. Aside from cutting back on unnecessary expenses, many retirees or near...

The Trustee's Role: A Brief Overview

Your estate planning journey may still be in the planning stages or you may have just begun to consider where to start. You may wonder...

What You Need to Know about Estate Settlement

When identifying someone to serve as your estate's representative (executor) or accepting the responsibility as the executor, there are...

Developing an Estate Plan For Nontraditional Families

Changes in family structures are affecting the practice of estate planning. As recently as thirty years ago, a traditional family...

Mistakes to Avoid When Dealing With Beneficiaries

There is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...