Estate Planning

When two things are mixed together, they are said to be commingled. This is a term that often relates to financial accounts, but it can technically be used with other types of assets, as well. For example, you and your spouse may each have had a personal bank account...

There’s no legal requirement to have a will and, in fact, for a variety of reasons, the majority of Americans die intestate (i.e., without a will). Regardless of the reason for foregoing an estate plan, passing away without one can make things vastly more complicated...

You’ve worked hard to create your family business, and you want your legacy to last. That means thinking ahead and actively participating in succession planning. Preparing your heirs for their future roles in your company can be the best way to secure your family’s...

Picking a guardian for your child is one of the crucial decisions to make during the estate planning process. Your minor child can't take care of themselves if you become incapacitated or die. They need someone to make decisions on their behalf. But who should you...

Disinheriting someone means cutting someone out of your will who would normally inherit and, therefore, has a reasonable expectation of receiving some portion of your estate. For instance, perhaps you are a parent with three children. They all equally expect to...