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The idea of leaving your property to your heirs might seem straightforward. You make a will or a trust, you do a transfer-on-death deed for your real estate, you put your kids on your bank account, you designate beneficiaries for your life insurance and retirement accounts, and you’re done.
In the wake of the COVID-19 pandemic, more Americans are becoming aware of the importance of having a will, a living trust, and a living will....
This is graduation time. This is a time of celebrating your children going to college. Here are things you should do first.
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Learn where you stand in your Estate Planning process. Receive a download of our most current Estate Planning Guide by filling out the form below.
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