How to Help Your Loved Ones (and Assets) Avoid Probate

How to Help Your Loved Ones (and Assets) Avoid Probate

Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and time-consuming court processes of conservatorship or guardianship...

Important Steps to Protect Your Special Beneficiaries

Important Steps to Protect Your Special Beneficiaries

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families,...

Nosy Neighbor Nellie Can Find Out About Your Probate.  Really.

Nosy Neighbor Nellie Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process. However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your...

Estate Planning is Not Just About Money

Estate Planning is Not Just About Money

It is a common misconception that financial management and estate planning are reserved for the wealthy. Regardless of how much you have in the bank, you and your family can benefit from planning ahead for the future. If you fail to do so, you could leave your family...

Summer Vacation Plans?  Precautions and Preparations to Consider

Summer Vacation Plans? Precautions and Preparations to Consider

After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider and preparations to make as you plan your summer travels. Heed the...

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