Estate Planning

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Information on wills, trusts, powers of attorney and other essential tools to make planning for the long-term or the unexpected easier.

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What you need to know about DIY wills

Everyone needs a will. No matter how simple you think your situation is, it’s best to have one. And, it may be simpler to create a will than you might think. Online resources now provide you with the tools and… Read More

How to keep beneficiary designations up-to-date

It’s important to keep your beneficiary designations up-to-date. Failure to do so before a major life event occurs (such as death, change in marital status or the addition of a child) is a common mistake. When you pass, regardless of… Read More

Learn what a power of attorney can do for you

No one knows what the future has in store. The best we can do is prepare for the unexpected. That’s where powers of attorney come in handy. Understanding how each one works can help you prepare for the unexpected. Types… Read More

How to deal with debt after death

When a family member passes and leaves behind debt, creditors may start calling for payment. This can make the time of grieving even more stressful. Nonetheless, it’s better to face the issue of outstanding debt after death early. Here’s why…. Read More

Benefits of having an estate plan

Single and have no dependents? You still need an estate plan. Even if you’re single with very few assets, you want to be sure those assets go where you want when you die. Here’s some things you can do with… Read More

Add your digital assets to your estate plan

With the growing use of online and digital financial management tools, the internet has changed the way people manage their friendships, personal lives and finances. But the convenience of having a virtual presence is not without drawbacks. This presents some… Read More