Should You Name the Same Person for Every Role in Your Estate Plan?
As estate planning discussions begin, it is not uncommon for someone to identify one person they trust above everyone else. A spouse,…
Why is it Better to Have One Trustee?
Sometimes the most difficult part of creating a trust is not deciding what should happen to your assets, it is deciding who…
Teaching Financial Responsibility as Part of Your Legacy
An estate is often measured by the assets it contains: a home, retirement accounts, investments, or treasured personal belongings. While those assets…
Can Someone Decline an Inheritance? Here’s What to Know
Not every estate administration unfolds exactly as it was written on paper. Occasionally, a beneficiary may decide that accepting an inheritance is…
Emergency Contacts and Healthcare Agents Are Not the Same Thing
Most people have listed an emergency contact at some point. It is a routine part of completing paperwork at a doctor’s office,…
What a Doctor’s Appointment Can Reveal About Your Estate Plan
A routine doctor’s appointment does not usually feel like an estate planning event. You go in for an annual physical, discuss medications,…
What Happens When Everyone Owns the Cabin but No One Agrees?
Many estate planning discussions focus on who will inherit an asset. Less attention is often given to what happens after the inheritance…
When an Estate Plan Still Looks Fine but Is Not
An estate plan does not always become outdated in obvious ways. Sometimes there is no missing will, no unsigned document, and no…
