Tom
When Inheriting Assets Is More of a Burden Than a Gift
People often think of an inheritance as something straightforward—a final act of generosity that helps loved ones and keeps a legacy alive….
How to Use Family Stories to Inspire a Legacy Plan
Estate planning is often thought of as something legal and financial; a set of documents meant to transfer assets and name decision-makers….
What Happens If a Named Charity No Longer Exists?
Many people include charitable gifts in their wills or trusts. These gifts can be a meaningful way to support causes that matter…
Why You Need a Contingency Plan If Your Executor Cannot Serve
Naming an executor is one of the most important parts of creating an estate plan. This person carries a significant responsibility: making…
When Every Second Counts: Emergency Guardianships/Conservatorships
Imagine your mom is rushed to the hospital after a major stroke. Doctors act right away to save her life, and thankfully…
When Beneficiaries Disagree: How Executors Can Navigate Conflicts
Being named executor of an estate can feel overwhelming. There are legal and financial details to sort through, but sometimes the hardest…
Estate Planning for the Perks: What to Do with Miles and Points
What comes to mind when you think about estate planning—your home, your savings, decisions about who will be inheriting family heirlooms? Estate…
From Planning to Administration: How an Estate Plan Comes to Life
Whether you already have an estate plan or are still thinking about creating one, it helps to understand what happens after the…
Can I Handwrite My Last Will and Testament? What to Know About Holographic Wills
Maybe you have thought about writing your will on a notepad or typing it out and signing it at home. You might…
Caring from Afar: What Long-Distance Caregivers Should Know
Not all caregiving happens close to home. Maybe your mom still lives in the house you grew up in, but you are…
