Creating a Trust 
Key Reasons for Creating a Trust Creating a trust offers many benefits to both you and your beneficiaries. These benefits…
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Can a Trustee be a Beneficiary
It is quite common that a trustee will also be a beneficiary of a trust. However, to avoid legal issues…
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How The 2020 Election Could Affect You & Your Estate Plan
The upcoming presidential election could be transformative for you, your finances, and your estate plan, as a large portion of…
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How to Avoid Probate
Simple Steps to Take to Avoid Probate Probate is the court proceeding where a will is verified, and an estate…
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Updating Your Estate Plan When You Move to a New State
Moving to a new state can be difficult whether you are doing so because of a job change, wanting to…
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What is Probate?
What is Probate? Probate is the court proceeding where a will is verified, and an estate is administered according to…
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What to Know About Being a Beneficiary
A “beneficiary” refers to someone identified in a last will and testament or trust that will receive a distribution of…
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A Guide to Special Needs Trusts
As with most areas of estate planning, special needs trusts (“SNT”) evolve and are molded by state and federal statutes,…
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Who Pays an Inherited Real Estate Mortgage
As real property such as personal homes or other buildings is commonly the center of many people’s estate, understanding who…
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What Selling Your Home Means for Your Estate Plan
Should I Use a Will or Trust? If you are selling your home, reviewing your estate plan is necessary. Furthermore,…
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