Estate Planning and Probate Articles

Estate Planning Mistakes: Improper Ownership of Assets

Estate Planning Mistakes: Improper Ownership of Assets

End-of-life planning can expose oversights surrounding ownership of assets. Owning property jointly with your spouse can create creditor protections and efficiencies when the property is transferred upon the first spouse's death. Additionally, while it may seem...

Estate Planning Mistake: Not Updating Plans Over Time

Estate Planning Mistake: Not Updating Plans Over Time

Like most plans, estate planning isn't a "set it and forget it" matter. Simply having a plan isn't enough! To avoid an estate planning mistake your plans need to be updated after major life events - such as marriage, buying a home, having a child, when your child...