Planning Ahead


What is a Joint Trust and Should I Have One?

BY Kaycee Cuaira

If you are married and considering setting up a trust for estate planning purposes, one of the first things you will need to decide is …


What You Should Know About Payable-On-Death Accounts

BY Kaycee Cuaira

Payable-on-death (POD) accounts are accounts that transfer to a beneficiary upon the death of the account holder. POD accounts can be a convenient way to …


What is a "pour-over" will?

BY Kaycee Cuaira

trust pour over will trust fund

A pour-over will is something that you will never see without its counterpart—a trust fund. A pour-over will is a common estate planning tool used …


What is a Grantor?

BY Kaycee Cuaira

estate planning trustee trust grantor co-grantor

If you're starting to prep your estate planning documents and have some questions about grantors or co-grantors — we can help.What is a co-grantor?Grantor is …


What is a partition action?

BY Kaycee Cuaira

will partition action joint tenancy property

A partition action can arise in a number of scenarios, but the reason is the same: there is a property with more than one owner, …


What is a Transfer-on-Death Agreement?

BY Kaycee Cuaira

tod transfer of death

Transfer-on-Death (TOD) accounts and deeds are a popular estate planning tool that can help you avoid probate for certain assets and properties. While many people …


Estate Planning in a Second Marriage

BY Kaycee Cuaira

estate plan trust second marriage estate planning

Wills and estate plans are always a little unique, since every person and family situation is a little different, but estate planning becomes a little …


What is a POLST?

BY Kaycee Cuaira

polst end of life planning

Getting the medical care you want and need near the end of your life can be tricky. You may want your life extended by whatever …