Many couples in long-term relationships assume that because they've been together for a set amount of time, they are given the same legal rights as married couples. While in some states this may be true,…
If You Own a Home, You Might Want to Consider a Revocable Living Trust
For most homeowners, their house is more than just property. It is where memories were made, where family gathered, and often the largest financial investment they will ever own. Because of that, it makes sense…
The $500 Mistake That Took $5,000 to Fix
It started with an incorrect date. That's it. There was only one overlooked page in a thick stack of documents. By the time the mistake was caught, it had already been six months. Unfortunately, the…
Estate Planning for Families Living in More Than One State
If you own property in more than one state or have family spread out across the country, it’s worth paying close attention to how that affects your estate plan. This doesn’t mean starting from scratch,…
Charitable Giving Without the Complexity
A lot of people want to include charitable giving in their estate plan, but hold back because they think it’s complicated. They picture trusts, tax shelters, maybe even a team of advisors—and decide it’s easier…
Pets in Probate: Who Cares for Fluffy?
For many families, pets are more than just animals - they are companions, routines, and emotional anchors. But legally? But legally, pets are still considered property. That distinction matters, especially when it comes to estate…
The Risk of Naming a Minor as Your Beneficiary
What Happens When a Child Inherits Before They’re 18? It’s a common move: listing your child as the beneficiary on your life insurance or bank accounts. But what most people don’t realize is that minors…
Is It Too Late to Plan If You’re Already in Assisted Living?
Why Estate Planning Still Matters—Even If You’re No Longer Living at Home It’s a common question from adult children:“My mom just moved into assisted living. Is it too late to update her will?” In many…
What If Your Beneficiary Is in Jail?
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…
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…