By Douglas Reeve  -  Oct 19, 2022

An often-misunderstood aspect of estate planning is the connection between the estate plan itself and life insurance. These two items are distinct and originate from different sources, yet they are also related.

By Douglas Reeve  -  Aug 22, 2022

Although estate planning can correctly be viewed as preparing for a person’s eventual demise, a truer definition would include all that an estate plan can accomplish during a person’s lifetime.

By Joseph Castro  -  Jul 05, 2022

Use the code "Guardian" at checkout for $15 any plan, including a Nomination of Guardian.

By Stephen Wood  -  Jun 27, 2022

Joint ownership avoids probate, but it’s usually not a good alternative to a living trust-based estate plan. Adding a joint owner to your property exposes you to your joint owner’s law suits, creditors and possibly even divorce.

By Stephen Wood  -  Jun 06, 2022

A common estate planning question is whether an inheritance is taxable or not.

By Joseph Castro  -  Mar 26, 2022

Taking a will through the probate is a complicated process, subject to lots of rules and regulations. Here, we’ll briefly describe that development, and how it relates to you.

By Stephen Wood  -  Aug 06, 2021

What you would need to do if you buy another piece of real property or sell your existing home and buy a new one after your living trust is signed.

By Stephen Wood  -  Jul 16, 2021

Choosing a successor trustee is a very important decision, learn about the responsibilities of a trustee and who you should choose.

By Stephen Wood  -  May 17, 2021

What do I need to know in order to get started with my estate plan?