Insights for Your Legacy

An insolvent estate occurs when a deceased person's liabilities exceed their assets, leaving the estate without enough assets to pay all creditors, taxes, and expenses. Understanding the potential...

While we often focus on the terms of our will or trust when reviewing our estate plan, too often we forget to review our beneficiary designations as well. Reviewing your beneficiary designations is...

Understanding Taxes in ProbateProbate can be a daunting process, particularly when it comes to understanding the taxes involved. Probate is the legal procedure through which a deceased person's...

Life is full of big changes—some exciting, some unexpected—but they all have the potential to impact your estate plan. Major life events like marriage, financial shifts, or having a child can...

Selecting a guardian for your children is one of the most important decisions you can make as a parent. It signifies your values, reflects your long-term vision for your family, and provides peace...

The Transition to Adulthood: A Major Life ShiftTurning 18 is a significant milestone, marking the transition from adolescence to adulthood. This moment comes with exciting new freedoms, but also...

National Senior Fraud Awareness Day: May 15thAs we mark National Senior Fraud Awareness Day on May 15th, it's an important reminder to stay vigilant against scams that increasingly target our older...

Understanding Probate ResponsibilitiesServing as a personal representative in a probate is an important and sometimes complex role, especially when it comes to handling the taxes of a decedent. In...

Life's Joyous Changes: Why Update Your Estate PlanLife is full of changes, and welcoming new family members is one of its greatest joys. Whether it’s a newborn, an adoption, or welcoming a niece or...

Just as we take the time each spring to refresh our homes, clearing out clutter and making space for new beginnings, it’s equally important to revisit and refresh our estate plans. Think of it as...

Dealing with the aftermath of a loved one’s passing is always a challenge, and understanding the implications of their outstanding debts is a crucial, but complex, aspect of managing their estate....