Articles & Publications

Trusts for Minors: Taking Care of Your Family

Trusts for minors are usually set up by parents or relatives who want to leave property to a young person. Thus, naming a trusted adult to care for the property until the child is old enough to be financially responsible. You can specify any age for your child to receive the proceeds, but generally the designated ages are 18, 21, or 25. A minor's trust is often created through a …  read more

How to Avoid the Big Estate Planning Errors

Here are big mistakes you want to avoid when you set aside wealth for future heirs: Procrastinating —Always arrange your estate plan as early as possible, and keep it updated. State law may intervene and create a plan of its own if you don’t complete yours in time. Having a do-it-yourself mentality — Although taking charge of your own plan can seem like a good idea — after all, …  read more

Challenging a Will – Is it possible?

Yes, it does happen that someone challenges a will in probate court, testing the will's validity. The usual grounds? That the deceased didn't have the capacity to make the will or was unduly influenced — mystery writers love to leverage this plot point. However, probate courts assume that a signed and witnessed will is valid, so it's going to be an uphill battle.   If you …  read more

Building Your Estate Plan

Building an estate plan is an important step to prepare for the future. It's a good idea to understand the different parts of estate planning, take a look at our infographic to learn more. Click on the image below to view the full infographic …  read more

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There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

Free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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