Blog Articles
Divorcing? Here's What You Should Know About How it May Affect Your Trust
How will divorce impact a will or trust? Trusts vary in their structure, funding, and terms, so it's hard to know how divorce will impact your trust without review. It's safe to say, without question, your entire estate plan should be reviewed during your divorce to prevent unforeseen negative outcomes.
Why You Need To Add a 'When I Die' File to Your Estate Plan
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to access all of your financial accounts? How about your insurance policies? What about your login and password info to all of your digital assets?
The Unexpected Challenges of Being an Estate Executor
Being named as an executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management. Read more...
Growing Family? Time to Audit Your Insurance Policies
Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when your family changes. Remember this: insurance says I love you to the people you love. These are the insurance policies to review when you have a baby.