A Transfer on Death Deed Is One Tool—Not the Whole Estate Plan
A Transfer on Death Deed, often called a TODD, can be a useful estate-planning tool. It allows real estate to
Read MoreHow to inform loved ones about changes to an estate plan?
Completing an estate plan often brings a sense of relief—but it also raises a quiet question many people aren’t sure
Read MoreAfter Your Power of Attorney Is Prepared: What to Do Next
Having a Power of Attorney prepared as part of your estate planning package is an important milestone. For many people,
Read MoreHow Do I Title My Accounts to Match My Trust?
When people set up a trust, they often feel a sense of relief, and they should. It’s a big step
Read MoreWhen, and How, Should You Change Your Advance Directive?
Most people complete an advance directive once, put it somewhere “very safe,” and then don’t look at it again for
Read MoreShould You Keep Assets in a Trust for Your Beneficiaries?
Here’s a question many families overlook:If your beneficiaries inherited everything tomorrow, would it truly help them, or could it unintentionally
Read MoreWhen’s the Right Time to Update Your Beneficiaries? Here’s How to Stay Prepared
Your estate plan is designed to reflect your wishes and protect the people you care about most, but keeping it
Read More529 Plans and Estate Planning: More Than Just a College Fund
Most people think of a 529 plan as a college savings account. That is true, but when used thoughtfully, it
Read MoreWhat Is a Life Estate?
A life estate gives someone (the “life tenant”) the right to use and live in property for the rest of
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