One of the most versatile estate planning tools is a Revocable Living Trust. It’s often the best option if you are interested in avoiding the public, costly, and time-consuming process of probate, or wish to protect your assets beyond the next generation. They are especially recommended for people with blended...

We hear of people all the time who decide to circumvent court interference by listing a trusted adult as the designated beneficiary of a life insurance policy. If you have minor children, they can’t receive money or assets of any kind until they reach the age of 18. Sometimes people...

Here's a surprisingly common scenario: A couple decides to draw up a will. They split their estate evenly between their three kids, and name the husband's youngest brother as Personal Representative. Then, after both have passed away, it's discovered that the designated beneficiary forms on their bank accounts and retirement...

Let's make something perfectly clear: having a Will is very important! Dying intestate, or, dying without a Will, can cause heartache and headache for your loved ones. However, even a properly executed and professionally prepared Will won't do everything. Read on to see what we mean. A Will Won't Avoid Probate What’s...