• Estate Planning Basics: The Probate Process

    Losing a loved one is a difficult, emotional experience that can be complicated by decisions around what should be done with the deceased’s assets. It’s not uncommon for family members to disagree and argue over money and...

    • December 15, 2018
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  • How to Organize Your Finances After a Loss

    The last thing you want to be stressed about is managing your finances after the loss of a loved one. Losing a spouse or partner is a stressful event. And yet, during this time, you are expected...

    • August 21, 2018
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  • Estate Planning Basics: Trusts

    What Is a Trust? A trust, also called a trust fund, is a legal arrangement between a grantor, a trustee, and a beneficiary. The grantor creates the trust and names to whom and when assets should be...

    • May 8, 2018
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  • Estate Planning: Annuities After Death

    A year after my father passes, my mother turned ninety and the details of finances became harder for her to manage, so it became my responsibility. While I am adept at taxes and personal finances, when it...

    • April 24, 2018
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