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Are your funeral arrangements in will documents legally binding? Learn why these wishes might not be followed and how to secure your plans with a better strateg
Avoiding Common Estate Planning Mistakes for Married Homeowners with Real Estate
Learn how to avoid common estate planning mistakes for married homeowners. Explore Rhode Island laws on joint tenancy, tenants in common, and spousal rights.
If I Add My Child To My Bank Account, Does That Solve Estate Planning?
Is adding child to bank account enough for estate planning? Learn about probate avoidance, hidden risks like creditors, and better alternatives like living trus
What Do I Do When A Family Member Dies In Rhode Island?
Grieving the loss of a family member is one of life’s most challenging experiences. The emotional weight of loss is compounded by stress and confusion, particularly when your loved one did not plan ahead. Without clear guidance from the deceased, families are left to navigate funeral arrangements, property sales, and asset distribution during an already […]
A Christmas Carol for Your Estate: Protecting Your Legacy with a Little Holiday Spirit
The holidays are such a great time to hit pause and reflect. As we gather around the table for those familiar, comforting meals, dig out ornaments with years of memories, and watch the sheer joy in a child’s eyes, I always think about Charles Dickens. He really nailed it with A Christmas Carol, showing us […]
How To Talk To Your Parents About Estate Planning (Without Ruining Dinner)
Estate planning conversations can be awkward. Whether you’re discussing your own plans with loved ones or bringing up the subject with aging parents, these discussions require careful thought and sensitivity. Here are some tips on how to approach these important conversations in a way that strengthens family bonds rather than straining them. Before I dive […]
Why Every Young Family Needs an Estate Plan
Just had lunch with a friend, who’s knee-deep in raising young kids. We were chatting about the upcoming school year, their crazy schedules, and college plans. I naturally asked about his estate plan, and he said, “Don’t have one—it’s bad luck.” Seriously??? Of course, I completely disagree. But rather than argue about the benefits of […]
Estate Planning for Single Women – What Does One Need?
Estate planning isn’t just for married couples, retirees, or people with large estates. If you’re a single woman, whether you’re building your career, raising children on your own, recently divorced, or enjoying retirement, it’s especially important to have a clear plan in place. Without a spouse as a default decision-maker, it is up to you […]
4 Excuses That Keep People From Protecting Their Legacy
As the relaxed days of August unfold, we recognize it as National Make a Will Month—a perfect time to address an important task before the busy back-to-school season and holiday rush begin. Shockingly, about two-thirds of Americans lack any form of estate plan, whether it’s a will, trust, or powers of attorney. August just happens […]
What Is a Testamentary Trust and How Does It Work?
When it comes to estate planning, you’ve probably heard of wills and living trusts—but what about testamentary trusts? If you’re looking for a way to provide for your loved ones while maintaining some control over how your assets are distributed, a testamentary trust might be a great option. So, what exactly is a testamentary trust, […]
