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Will Your Estate Plan Create Unintended Problems for Your Heirs?
If you don't understand how various assets are treated in an estate plan, your wishes may not be carried out, even if you have a Will.


Should I Make My Adult Child a Joint Owner of My Checking Account?
Millions of older adults add their children as joint owners of bank accounts. Is this the right thing to do?


Joint Tenancy with Rights of Survivorship or Tenancy in Common: Which Estate Planning Option is Right for You?
Estate planning is about transferring assets to the heirs of your choice without negative consequences for your family.


Y’all Give Great Estate Planning Advice
Our blog and video content may be good, but it's no substitute for personalized estate planning advice.


Estate Planning Mistake #6: Not Planning for the Unexpected
Estate Planning isn’t just getting ready for the day you die or become incapacitated. It also involves thinking through the “what ifs.”


My Divorce Lawyer Did My Estate Plan
If the attorney who handled your divorce created your estate plan, your heirs might be in for a surprise.


When Retirement Accounts are Part of Your Probate Estate
Small estate planning mistakes can create big and expensive problems for your heirs, especially when it comes to retirement accounts.


Estate Planning Mistake #5: Unclear about Probate Assets
Do you know which assets are going to be part of your probate estate and which assets are going to pass outside of probate?


Planning Your Digital Legacy
The clock is always ticking. One day it will stop for all of us. Have you thought about what will happen to your digital life when you die?


Estate Planning Mistake #4: Agent Authority is Too Narrow
What happens when the authority an agent is granted in a financial Power of Attorney isn't enough?




















