When Should You Update Your Estate Plan?
An estate plan goes stale quietly. These life events, asset changes, and law changes are the signals that your will, trust, and beneficiary forms need a review.
Trusts & Estates
-
-
Do Beneficiary Designations Override Your Will?
Yes. Retirement accounts, life insurance, and POD accounts pass by the form on file, not by your will. Here are the mistakes that result and how to fix them.
-
How to Plan for Real Estate Owned in More Than One State
Property in a second state means a second probate unless you plan around it. Here are the tools, from trusts to TOD deeds, and the extra rules for property abroad.
-
How Does the Probate Process Work, Step by Step?
Probate moves through a predictable sequence: opening the estate, notice, inventory, creditors, taxes, and distribution. Here is each step and what slows it down.
-
When Does an Adult Need a Court-Appointed Guardian?
Courts appoint a guardian for an adult only when safe decisions are no longer possible and nothing less restrictive works. The test and the alternatives.