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Estate Planning Blog

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Law-Last-Will-And-Testament

What to Do When a Parent Names You Executor of Their Will

Posted on: January 15, 2026
Being named executor is an honor. However, it is also a responsibility that requires preparation, organization and clear communication.
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Law-Last-Will-And-Testament

What You Need to Know About an Inheritance

Posted on: October 31, 2025
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
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gifting assets

Options When Inheriting a House

Posted on: August 22, 2025
Inheriting a house brings emotional weight—and important decisions that can impact your financial future.
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Will Heirs Be Able to Access Your Safe Deposit Box?

Posted on: July 31, 2025
My sister had a business safe-deposit box at her bank. The safe-deposit box is not listed as personal property and is not part of the trust.
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Executor

Preventing Inheritance Theft

Posted on: May 8, 2025
Inheritance theft can destroy family trust and strip rightful heirs of what they’re legally entitled to—early planning and oversight are essential to keeping your estate secure.
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Grief Can Have Impact on Work Life

Posted on: May 1, 2025
Grief doesn’t stop at the office door—losing a loved one affects concentration, energy and emotional health, making it hard to perform at work while mourning.
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Is Wife Responsible for Husband’s Debt after Death?

Posted on: April 3, 2025
Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.
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How to Prepare for the Financial Impact of a Spouse’s Death

Posted on: November 21, 2024
When a spouse dies, money is often the furthest from a surviving spouse’s mind.
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How to Order a Death Certificate after the Passing of a Loved One

Posted on: September 6, 2024
Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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