Estate Planning

The following events (while certainly not an all-inclusive list) are also considered major when it comes to a Will or an Estate Plan, and you should meet with your estate…

There are many events that may require you to make changes in your Will or other estate planning documents. The following events (while certainly not an all-inclusive list) are considered…

Problem No. 3 – Undermining the Estate Plan Many people think of probate avoidance when they think of holding property jointly, but many forget that the joint holder will not…