People refinance their homes for a number of reasons, whether it's to lower their interest rate, change their terms or eliminate PMI. However, after refinancing, there's an important step that many people forget once the…
How a Thoughtful Estate Plan Helped One Woman Get Buried in Her Ferrari
Sandra West, a heiress to an oil fortune and Beverly Hills socialite, made headlines in the 1970s for one of the strangest estate planning stories to date. Her final request? To be buried in her…
Avoid the Probate Headache with a Thoughtful Estate Plan
Probate court is commonly compared to a bad group text. There are too many people, too much chaos, and not enough definition. It can take months, sometimes longer, to settle an estate through probate. Families…
Three Legal Documents Every College Student Needs Before Leaving Home
For many new graduates, this is the most exciting time of their life! Their heading off to college thinking about new friends and fun adventures. As parents, you're probably thinking about move-in dates, course schedules…
Why Everyone Needs a Will—No Matter the Size of Your Estate
Here's an estate planning myth, "I don't have many assets and only own one small condo, I don't need a will." This isn't true! A will is important for those that have any number of…
How Estate Planning Can Help Protect Against Rising Nursing Home Costs
The cost of nursing homes and assisted living facilities has increased gradually over recent years. For many families, long-term care expense can easily get too costly very quickly. Without planning, these charges may deplete savings…
Can You Put a House with a Mortgage into a Trust?
If you own a house and are thinking about estate planning, you may be asking yourself if you can put a house with a mortgage into a trust. The answer is yes. You can definitely…
Key Estate Planning Documents For Your Recent High School Graduate
Graduating high school is a significant accomplishment in your childs life! This is where we mark the transition into adulthood. Whether your child is heading off to college or getting ready for a new job,…
Estate Planning During a Divorce
Revisiting Your Estate Plan After Divorce Divorce isn’t just the end of a marriage. It’s a shift in how your life is structured—financially, emotionally, and legally. With so much in motion, estate planning often falls…
Estate Planning for Retirees: Securing Your Legacy and Future
Estate Planning for Retirees: What You Built Deserves a Plan Retirement shifts the pace, the focus, the risk. You spent decades working, saving, building. Now it’s time to protect what you’ve earned and decide how…