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Displaying 10 results for: Estate planning
Court Bonds 11.06.2020

Consider a Trust for Beneficiaries with Special Needs

Estate planning is a daunting challenge in families. It is even harder for families of a loved one with a disability. Arranging for a trust, trustee and trustee bond may be useful—and reassuring. Start With…
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Consider a Trust for Beneficiaries with Special Needs
Court Bonds 10.08.2020

When There Is No Will, Probate Court Steps In

  The number of Americans who do not have wills (or similar documents) has increased. Generally, when a loved dies without a will, a probate court appoints an administrator and determines the heirs. Here’s what…
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When There Is No Will, Probate Court Steps In
Court Bonds 09.27.2020

Plans For Family Assets: Begin The Conversation Today

More family members from across generations are living together than ever before. There has never been a better—or more important— time to involve everyone in safeguarding hard earned assets. Talk About Your Savings: Take The…
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Plans For Family Assets: Begin The Conversation Today
Surety Bonds 09.10.2020

Executing A Will: Are You Ready?

If a family member or friend has asked you to execute their estate for them upon their death, chances are that, like most people, you said, “of course” without really thinking about your duties. Understandable….
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Executing A Will: Are You Ready?
Court Bonds 06.05.2020

3 Highly-Effective Estate Planning Strategies

Adversity, particularly during a pandemic, is unfortunately commonplace in life. Hence, taking care of your family in the unfortunate event something unexpected happens to you must be translated in a carefully, well-laid out strategy. To…
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3 Highly-Effective Estate Planning Strategies
Court Bonds 06.04.2020

COVID-19 Places Significant Importance on Estate Planning

As the coronavirus pandemic reshapes our world, we have to correctly prepare for the future and its uncertainty. This includes placing estate planning at the top of your priority list. In the midst of this…
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COVID-19 Places Significant Importance on Estate Planning
Surety Bonds 03.05.2020

Avoid These 3 Mistakes of Estate Planning

The majority of estate planning fails usually fall into one of several groups. Though each estate plan is distinctive, the same errors and snags can arise. Each of these typical mistakes is preventable with a…
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Avoid These 3 Mistakes of Estate Planning
Surety Bonds 02.26.2020

Unmarried Partners & Estate Planning

When it comes to estate planning, having a marriage certificate with your life partner is critical. Without it, state intestacy laws do not let an unmarried couple inherit from each other, meaning your close relatives…
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Unmarried Partners & Estate Planning
Surety Bonds 12.24.2019

Four Things You Need to Plan an Estate

Nearly everyone has important assets they would like to pass down to their loved ones. However, if you do not properly plan your will, your valuable assets could be incorrectly distributed and cost months and…
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Four Things You Need to Plan an Estate