Estate Planning

Don’t Risk Your Legacy; Americans are Ignoring Their Estate Plan and Fewer People are Writing Wills and Trusts Post Pandemic

As the pandemic fades from view, and life returns to “normal,” fewer Americans are drafting wills and trusts, this is according to a new survey, and research indicating a decline in concerns about mortality. The 2024 Wills and Estate Planning Study from Caring.com reveals that only 32% of adults have a will, down from 34%…

How to Avoid Estate Planning Issues with Step-Families by Using a Prenuptial Agreement

Blended families are becoming increasingly common, but they often bring with them unique challenges, especially when it comes to estate planning and dealing with the intentions of heirs and a parent’s intentions. One of the biggest problems arises when one of the spouses dies and leaves everything to the other. When the surviving spouse dies,…

Do Not Forget About Trusts: A Comprehensive Guide to Including Trusts in Your Estate Plan 

We often witness scenes in movies where families gather for the reading of a will, assuming it takes care of everything. While wills are common, trusts, legal arrangements granting individuals control over specific assets, offer a more robust solution for estate protection. This article explores the benefits of trusts, potential risks without one, and the…

An Introduction to Your Estate Plan: A New Year’s Resolution for Financial Security

  As we step into a new year, it’s time to have those conversations that matter—conversations about your legacy and the well-being of your loved ones. Estate planning, often dismissed as a somber and complex task, is a vital aspect of securing your assets and safeguarding your family’s future. Surprisingly, a recent 2023 Caring.com survey…