A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about her care. “She ignored me, then asked my ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley ...

Not a lot of people like to think about dying, let alone plan for your death. But that’s exactly what estate planning is. It might seem morbid to make preparations while you’re still very much alive.

If you are the executor or administrator of someone's will, your job is to submit the will to the court for probate, if necessary, and to protect the deceased's property until all debts are paid and ...

Well. Here we go! It’s 2021, a new babe of a year with tremendous promise, an abundance – hopefully – and a clear path to success. Today, I want to spend a moment and discuss with you some things to ...