Explainer: Will vs. Trust
Embarking on the journey of estate planning can often feel like navigating a complex maze. To make this journey easier, it’s essential to understand two…
The History of Probate
Probate is a legal process that deals with the transfer of a deceased person’s property to their heirs or beneficiaries. The origins of probate can…
Selling an Inherited House
Inheriting a house can be a bittersweet experience. On one hand, it’s a reminder of the loved one who left it to you, but on…
What to do if my Loved One Dies Without a Will (Intestate)
Dealing with the death of a loved one is never easy, and it can be even more difficult when that person has passed away without…
What If an Heir Lives in a Different State Than Where the Estate Is Being Settled?
What if the person who died and left you an inheritance lived in a different state than you. Does this affect your inheritance? If so,…
What to Do When Someone Dies
Whether it has been expected because of long illness, or it’s due to a surprise event like an accident or sudden health event, it can…
How Best to Handle an Inheritance During an Economic Downturn
Over the last few months, economic uncertainty has increased dramatically. There are concerns about inflation, a potential recession, and declining house and stock markets. For beneficiaries waiting…
How to Value an Inherited Property
When inheriting a property, one of the first questions likely to come to mind is “How much is it worth?” Depending on the property type…
Questions to Ask Your Wealth Advisor about your Inheritance
Whenever you receive a lump sum of money, whether through an inheritance or another life event, your Wealth Advisor’s first recommendation will most likely be…
