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I was interested to see if this article includes "your outdated will" – it doesn't. But I'll add that to this list; as soon as you have an updated will, appropriately and legally signed, make sure to shred the old one to avoid any possible mix-ups. Paige...

Did you know there are several kinds of wills? Most people don't. And that's one reason, among many, to work with an estate planning attorney when it's time for you to create your will. The following is a list of some typical types, though they can vary state to...

I posted the following article early in 2023, and upon re-examining it, I find that the advice provided by the author, Ryan Webster, is still solid. It initially appeared on KPVI  's website on 1/17/23.   When you read the title of this post, you might think...

What Happens When You Don't Have a Will: Dying without a will, legally, that's called "dying intestate," is not against the law. You don't have to have a will if you don't want to. No one can force you to have a will. But, if you do die without a will, depending on...

Although it is not common, people can be disinherited from estates. And sometimes, an individual wants to disinherit someone. This article addresses both sides of this issue. It was originally published on 11/20/23 online at Nerdwallet. It was written by Lee Huffman...

When I meet with clients for the first time, a common question is what goes into a trust and what does not. The question before that is – what is a trust? Let me begin with the definition of a trust and then list not only what goes into one, but also what...

I recently read the following online: "Approximately 18% of US households have a net worth of $1 million or more. This equates to roughly 23.7 million households, according to Yahoo Finance and The Motley Fool. While this figure is based on the Federal Reserve's 2022...

I haven't addressed the topic of joint tenancy in a while, so I decided to revisit it. First, a definition of joint tenancy: A legal term for an arrangement that defines the ownership rights among two or more co-owners of a property. In a joint tenancy, two or more...

A timely look at how the current tariff talks might have an impact on your estate plan. You may want to review this and decide whether you should take action. I found this article online at “NEXTAVENUE.” It was written by Rachel Leland and published on 6/30/25....