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Probate & Estate

Over 60% of adult Americans do not currently have a will or trust. The information below will help you understand why undertaking estate planning now means taking responsibility for the inevitable financial and tax consequences that will face your family and loved ones in the future.

Estate Planning

Create an estate planning checklist. Read about calculating your net worth. Find out about the role wills and trusts play in estate planning. Learn about insurance and pensions
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Wills

Learn what happens if a person dies without a will. Read about the legal requirements for a valid will. Find out about changing, revoking and contesting wills.
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Trusts

Find out about trusts. Learn the meanings of trust terminology. Read about the advantages and disadvantages of trusts.
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Transfer Property

Read about joint tenancy. Find out if you should put your property in joint tenancy with your children. Learn about ways to avoid probate
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Incapacity

Discover what role trusts can play when preparing for the possibility of incapacity. Read about the "durable power of attorney". Learn if you can avoid being put on life support.
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Funeral Services

Death is an inevitable part of life. Learn about funeral pre-planning and how to arrange a funeral if you are recently bereaved. Read about the role of executors.
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Grief Counseling

Read about the types and stages of grief. Learn about grief counseling. Find out how some of the world's religions perceive the experience of death.
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