Estate Planning

What you need to know when you get an inheritance

When you find out you're receiving an inheritance, you may have mixed feelings of gratitude and grief. Here's what you need to keep in mind before making any big decisions.

April 12, 2024 · 3 min read

Help your aging parents preserve their wealth and yours

Aging parents may need expensive long-term care. Advance estate planning can help them maximize their assets while possibly preserving more for future generations.

April 12, 2024 · 3 min read

What is a beneficiary? Your complete guide

If you don’t appoint a beneficiary, your valuables and legacy might get passed on to the wrong person. Understand all you need to know about beneficiaries and how to select the right one with confidence.

April 11, 2024 · 14 min read

How you can use the coronavirus and low interest rates to benefit your estate Plan

Low interest rates can help when it comes to estate planning strategies. Now may just be the time to refinance, invest, or take advantage of tax savings.

April 10, 2024 · 3 min read

Do I need an attorney for my living trust?

Determining if you need an attorney to create a trust is the first question to ask yourself in this process.

April 10, 2024 · 11 min read

What is probate?

The probate process ensures that a deceased person's debts are paid and property is distributed in an orderly way. Probate follows the terms of a will as well as state law.

April 9, 2024 · 3 min read

Estate planning statistics to read before writing your will

The COVID-19 pandemic has accelerated estate planning activity in the U.S. But many Americans still remain without one.

April 9, 2024 · 11 min read

Create a living trust in Wyoming

April 9, 2024 · 4 min read

What is an estate sale?

An estate sale is a quick way to make some money by offloading a loved one’s possessions. However, if the sale isn’t done properly, it can cause undue stress and financial complications. Understand what an estate sale is and how the process works.

April 5, 2024 · 8 min read

Making a will: A quick checklist

Does writing a will sound like an intimidating task? This checklist makes gathering the information you need easy and stress-free.

April 4, 2024 · 3 min read