articles

You’ve found your dream home and your offer’s been accepted – this is an exciting time! As you approach closing, your agent, attorney, or title company will ask how you’d like to hold the title to the property. While individual ownership...

If you share a close bond with your nieces and nephews, ensuring they’re included in your estate plan is natural. However, the laws of inheritance can complicate things, especially for younger beneficiaries. Let’s unravel the factors to consider: How...

The decision to place a parent in a nursing home rarely comes easily. Apart from the emotional toll, significant financial and legal adjustments are often necessary. While immediate well-being takes priority, it’s vital to safeguard your parent’s...

The word “trust” gets used quite broadly, creating potential confusion. While a “living trust” is a widely discussed instrument for estate planning, it’s crucial to understand that not every trust is a living trust. Below...

Retirement accounts, such as 401(k)s and IRAs, are often significant components of your financial portfolio. But do you know who will inherit these funds when you pass away? It’s a crucial aspect of estate planning that deserves attention. Here,...