Estate Planning

6 Things You Should NOT Include In Your Will

Not all assets can (or should) be included in your will. For this reason, it is important for you to understand which assets you should put in your will and which assets you should include in other planning documents like trusts.

How to Title Large Purchases

(Originally published July 3, 2019) When making a large purchase people do not generally give much thought to how that asset is titled.  They will most likely default to owning it in their own individual name, or if they are a couple, in both of their names. What if I told you that how you …

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Considerations When Planning Your Legacy

When establishing your legacy there are lots of things to think about. Having a solid estate plan gives your loved ones a leg up at an already difficult time.