Planning Ahead

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What is Tenancy in Severalty?

BY Kaycee Cuaira

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Just by looking at the name, and perhaps knowing a few things about property law, you might think that “tenancy in severalty” has something to …

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What is a DNR (Do Not Resuscitate) Order?

BY Kaycee Cuaira

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Deciding whether or not you may want a Do Not Resuscitate (DNR) order is an important part of end-of-life planning. It can be included in …

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What Are Trust Fund Taxes?

BY Kaycee Cuaira

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If you are an accountant and you hear the phrase “trust fund taxes,” you probably think first of taxes that are withheld from employees’ paychecks …

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Everything You Need to Know About Living Wills

BY Kaycee Cuaira

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If you’ve heard of a living will before, you may think that it is similar to a regular last will and testament. But the name …

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Everything You Need to Know About Durable Power of Attorney

BY Kaycee Cuaira

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Baby Boomers are retiring in record numbers. As the ranks of the elderly continue to grow, you may naturally start to think about what may …

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What is Probate, and How Can I Avoid It?

BY Brynne Conroy

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Debt doesn’t just disappear when you die, and your assets don’t automatically give themselves to your beneficiaries. Probate court is where your final fiscal accounting …

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Writing Your Last Will & Testament

BY Brynne Conroy

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Getting together your last will & testament? Discover the core tenants you need to know as you write your will, including the merits of online …

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What is a Codicil?

BY Chris Durheim

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Legal terminology can make managing your money and figuring out your estate plan downright intimidating. With that in mind, we’d like to help you understand …