Estate Planning Basics

Learn the essentials around planning and protecting the future for your family and loved ones.

What is an affidavit of heirship?
You may need to create and file an affidavit of heirship if a family member has died without a will and you believe you are entitled to inherit any property left behind.
April 10, 2023 · 4 min read
Why name an alternate executor in your will?
Naming an alternate executor in your will means you have a say as to who will act as your executor if your chosen representative is unable to fulfill their role.
April 6, 2023 · 2 min read
How to stress test your estate plan
Taking a few precautions can help protect your estate plan from challenges and can also help ensure your wishes are carried out after you pass away.
April 5, 2023 · 4 min read
Who should be your successor trustee?
A competent and reliable successor trustee can help achieve your goals and provide continuity of management
April 5, 2023 · 4 min read
Advance healthcare directives
The sooner you begin planning for end-of-life decisions, the easier you make life for the family members or friends who may be called upon to act on your behalf.
April 5, 2023 · 5 min read
Child heirs: Bequeathing to minors
There are challenges to leaving assets to minors, but they can be overcome with proper preparation.
March 27, 2023 · 4 min read
Appointing a legal guardian
Learn why you should appoint a legal guardian for your children, the rights and responsibilities of the legal guardian, and the steps that you need to take to appoint someone as the legal guardian of your children.
March 27, 2023 · 5 min read
New year, new will
One of the least discussed, but most important part of everyone's life is the creation and maintenance of a final will. In the New Year, people prefer to focus on the opportunities ahead, and a will is an opportunity to ensure their final arrangements will be made according to their wishes.
March 27, 2023 · 2 min read
Do you know the top reasons to avoid probate?
If you have heard anything about probate, you were probably told to avoid it at all costs. However, you may not know what it is, what the drawbacks are and most importantly, how best to avoid it.
March 27, 2023 · 2 min read
Gifting to heirs: An introduction
Are you considering giving a significant gift to a future heir this holiday season? Our introduction explains the potential tax benefits as well as other important considerations for gifting to heirs.
March 24, 2023 · 2 min read