Who’s on Your Estate Planning Team?

Who’s on Your Estate Planning Team?

5 advisors you should trust when putting your affairs in order Key Takeaways It takes a team of experts to craft a comprehensive Estate PlanThat team should include an Estate Planning attorney, financial advisor, insurance professional, accountant or CPA, and...
Probate Can’t Be That Bad, Right?

Probate Can’t Be That Bad, Right?

What does probate really mean, and why do you want to avoid it? Key Takeaways Probate is the legal process of distributing your assets after deathProbate can take yearsProbate is not privateProbate can be expensiveAssets in a Trust don’t go through probateTrusts...