Give and Take

Discover the essential estate planning documents you need to ensure your loved ones are protected. Learn about wills, trusts, and more in this comprehensive guide.

Our pets are more than just companions—they're family, and they deserve love and care even after we're gone. With thoughtful planning, you can ensure their future is secure by naming a trusted guardian, allocating resources, and including them in your will. It’s an act of love that provides peace of mind, knowing your loyal friends will be safe and cherished, no matter what happens. Don’t leave their future to chance—start planning today to protect the ones who depend on you most.

Learn how to create a power of attorney in 8 steps to ensure your affairs are managed by someone you trust.

Discover the top 3 reasons to establish a will or trust this tax season. Learn how to secure your assets, minimize taxes, and ensure your wishes are honored.

Probate is the legal process that occurs after an individual's death, involving the validation of their will and the administration of their estate. This procedure ensures that the deceased's assets are distributed according to their wishes and that all debts and taxes are settled. The executor, appointed either by the will or the court, plays a pivotal role in managing this process. Their duties include filing the will with the probate court, inventorying the estate's assets, notifying beneficiaries and creditors, settling outstanding debts, and distributing the remaining assets to the rightful heirs. Understanding the probate process is essential for executors and beneficiaries alike to navigate the complexities of estate administration effectively.

Learn about the public nature of wills, probate, and strategies to keep your estate plan private.

Understanding probate fees is crucial when settling an estate. Learn about the costs involved, including attorney fees, court charges, and more to navigate probate effectively.