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Locked-In for Life: Benefits and Drawbacks of Irrevocable Life Insurance Trusts
Life insurance is just as much a part of a well-rounded estate plan as a will. They are an invaluable tool for providing
What Is a Spousal Lifetime Access Trust and Should You Add One to Your Estate Plan?
You want to spend the rest of your life with your spouse and ensure they are cared for after you’re gone. That’s a
How to Choose Beneficiaries for Your Estate
The primary role of your estate plan is to protect your loved ones and pass on your assets. To do this, you need
Why You Need a Letter of Instruction
Do you have any last messages you want to give people after you’ve passed on? Do you want to explain why you’ve structured
How to Include Your Spouse in Your Will
If you’re married, you may not realize how important it is to include your spouse in your will. After all, you’re already married,
How Does Probate Court Work?
You may have heard of probate before but may not know what it involves. In short, probate confirms whether a deceased person has
When Should You Write Your Will?
When you imagine someone writing their will, do you think about someone old and gray? That’s a common perception, but it can be
Executors, Administrators, and Beneficiaries, Oh My: Understanding Parties Involved in Wills
When you first begin writing your estate plan, it’s easy to get lost in the different terms involved. The titles for the people
How Marketability Discounts Can Improve Your Estate Plans
If you’re an entrepreneur, you’ve poured time, energy, and money into your business. It’s only natural that you’d want it to outlive you.
Planning Ahead for Residential Care
Spending time in a residential care facility after retirement is becoming increasingly common nationwide. As of 2018, 2.1% of adults over 65 used
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