Posted by Robert Shivley | Jan 09, 2025 |
A Will and a Trust are both estate planning tools, but they serve different purposes and have distinct characteristics:
Will
Definition: A Will is a legal document that outlines how a person's assets and affairs should be handled after their death.
Probate: Wills typically go through a pro...
Posted by Robert Shivley | Oct 14, 2024 |
The death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close friend), you need space and time to process and grieve your loss. Once you have had time to cope with all that has happened, you should consider updating your estate plan in light of your loved one’s death.
Posted by Robert Shivley | Oct 14, 2024 |
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place to ensure that you are properly prepared for the future.