Changing an Estate Plan

Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.

Preparing to Meet with an Attorney?

Meeting with an attorney around your estate planning is nothing to stress over. Here are some things to bring to make the conversation as simple and effective as possible.

Passing on Property

Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.

Incapacity Planning

What happens if you become incapacitated and cannot make decisions for yourself? Incapacity planning allows you to decide how your finances and health will be managed.

Wills vs Trusts

Learn more about the differences between Wills and Trusts to understand which gives you the control you want over your assets.

What is Estate Planning?

Estate Planning is much more than simply choosing where your assets go upon death. There are four main pillars to a solid estate plan.