Estate Planning
Dec 21, 2022
The importance of including your pet in your estate plan
Pets are a part of the family, and they should be taken into account when planning your estate. Here's why you should include them in your will.
Estate Planning
Dec 20, 2022
The passing of Chadwick Boseman: A case study in intestate affairs
Chadwick Boseman’s tragic passing in 2020, and the settling of his estate, offer a glimpse into the need for a will–regardless of one’s age.
Estate Planning
Dec 20, 2022
Strategic giving: A quick holiday guide
Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.
Estate Planning
Dec 20, 2022
5 Reasons Why You Should Consider an Estate Plan for the New Year
With the New Year fast approaching, most of us are in a reflective mood. What did we accomplish in 2022? And what can we do better in 2023?
Estate Planning
Dec 11, 2022
The Conversation: Talking with your family about estate matters during the holiday season
The holidays are one of the few times the entire family gets together during the year. That also means it's a great time to talk about estate planning.
Estate Planning
Oct 12, 2022
The complete guide to the Lady Bird deed in Florida
The lady bird deed allows the residents of Florida to transfer property outside of probate, here is everything you need to know about this savvy estate planning tool.
Estate Planning
Oct 01, 2022
Everything You Need to Know About the Transfer on Death Deed in California
In California, certain assets can by-pass probate by using a transfer on death deed, here’s everything you need to know about the TODD.
Estate Planning
Sep 08, 2022
The Complete Guide to Revocable Living Trusts in California
A revocable living trust is an essential part to an estate plan. In this post, we break down everything you need to know about living trusts in California.