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Estate planning

Why you probably need an estate plan

An estate plan might sound like something reserved for high-profile figures or generationally wealthy families, but, in reality, they are something that most people need. The planning process can include writing a will, designating a power of attorney and signing a...

Understanding the probate process

If a loved one dies with a will, you may be wondering what the next steps are. Probate refers to the process of managing and closing the estate and distributing assets as set out in the will. An important figure in the probate process is the executor, as this is the...

Who can set up special needs trusts?

Whether you have concerns about your loved one with special needs and their financial future or you are struggling with a disability and want to protect your financial future, it is important to review various issues related to special needs trusts. This option can...

How can I make sure my will is valid?

Once your estate goes into probate, the court will validate your will. It does this by checking all the legal requirements to ensure the document adheres. Knowing what these requirements are is essential if you wish to avoid problems after your death and ensure the...