How to Handle Inheritance When a Loved One Is Incarcerated It’s not a situation most people plan for. But what happens if someone you’ve named in your will or trust is in jail or prison…
Who Has the Right to See Your Will While You’re Alive?
Spoiler: It’s Not Everyone Who Thinks They Should We get this question more often than you’d expect: “Can my kids ask to see my will?” Or, “Can my sister demand a copy now that she…
What If Your Trustee Moves to Another State?
What If Your Trustee Moves to Another State? Why Location Still Matters in a Digital World It’s easy to assume that once you’ve named someone as trustee, you’re set—no matter where they live. After all,…
What Happens if Your Executor Refuses to Serve?
You named your executor years ago. Maybe it was your oldest child. Maybe a sibling. Maybe a friend. But what if they say no? It happens more than you’d think. People move away. Get overwhelmed.…
Who Gets the Lake House? Handling Emotionally Charged Property in Your Estate Plan
Real estate brings out emotions like nothing else. Especially when it’s the family cabin. The lake house. The place with stories. And when you’re gone, everyone has a different idea of what should happen to…
Can a Will Be Too Detailed?
Yes. It can. There’s a fine line between helpful clarity and legal clutter. It’s smart to be specific in a will. Who gets what. Who’s in charge. Who steps in if the first person can’t.…
Estate Planning for a Child With Addiction or Financial Instability
If your child struggles with addiction, compulsive spending, or simply lacks financial maturity, leaving them a lump sum inheritance can do more harm than good. This doesn’t mean you love them any less. It means…
Your Ex is Still Listed as Beneficiary—Now What?
You changed the locks. You signed the divorce papers. But did you change your beneficiary designations? Too often, people forget this step. Retirement accounts, life insurance policies, and even payable-on-death bank accounts don’t follow your…
Planning for the Family Caregiver: Should One Child Get More?
When a child takes on the role of caregiver, you see the financial strain, time commitment and emotional weight they are carrying. You’re grateful. You start to ask yourself if that child should receive more…
Do I Need a New Will If I Move to Georgia?
Did you move to Georgia recently? If so, did you already have a will in place when you moved? You might be thinking, “Do I need to update it? Do I need a new one?”…