Estate Planning

The process of arranging for the distribution of assets at the time of a person's death.

Estate Planning Articles

  • When someone you love passes away, the last thing you want to think about is locating legal documents and handling financial matters. Use these steps to make the probate process as simple as possible.

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  • A letter of instruction acts as a comprehensive guide to end-of-life matters for surviving family members. Learn what kinds of personal, financial and funeral planning information to include in this document and how often it should be updated.

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  • Would you know what to do if you suddenly had to take over managing money and paying bills for your parent? Here are 10 things you need to know before assuming this responsibility.

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  • Some individuals may consider transferring property to a trusted family member as a part of their estate plan or Medicaid planning. However, there are a few different scenarios to consider before opting for such a strategy to ensure you do not lose the property altogether.

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