Probate Checklist: What to do After a Death

By | April 2nd, 2019|Estate Planning, Probate, Trusts, Wills|

Dealing with the death of a loved one can be an overwhelming and emotional experience. This probate checklist provides practical advice to help navigate this difficult process, including important steps in the weeks following a death as well as ways to be prepared.

The Holidays and Your Estate Plan

By | December 12th, 2018|Estate Planning, LAdy Bird Deed, Probate, Trusts, Wills|

While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.

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What is the Difference Between a Will and Trust?

By | December 8th, 2017|Estate Planning, Financial, Guardian, Probate, Taxes, Trusts, Uncategorized, Wills|

Everyone should have an estate plan. However, determining which type of estate plan is right for you can be difficult. [...]

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