The One Bill Every Family Needs to Understand Right Now
The massive, so-called “One Big Beautiful Bill” (“OBBB”), which became law on July 4th, brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.
PROBATE: WHAT IT IS & HOW TO AVOID IT — PART 1
Unless you’ve created a proper estate plan, when you die, many of your assets must pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a central goal of most estate plans.
Understanding Your Rights as a Beneficiary in Trust Administration
Dealing with the loss of a loved one is never easy, and when you’re a beneficiary of a trust, the process of trust administration can feel overwhelming. It’s essential to understand your rights as a beneficiary to ensure that the trust is being managed correctly and that you receive what you’re entitled to.
What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner’s insurance with your trust.