Your Child Turned 18… Is Your Estate Plan Still Valid?

Your Child Turned 18… Is Your Estate Plan Still Valid?

Your child just turned 18—does that blow up your old estate plan? Nick breaks down what really happens to guardianship instructions once your child becomes a legal adult. You’ll learn why your plan doesn’t automatically self-destruct, but why milestones like an 18th...
What Happens If a Beneficiary Passes Away Before You?

What Happens If a Beneficiary Passes Away Before You?

Most people spend time deciding who should inherit their assets. Far fewer consider what happens if that person isn’t around to receive them. In this episode, Nick tackles one of the most overlooked estate planning questions: what happens when a beneficiary...
Trust Was Done Right and Funded — Do I Really Need a Lawyer?

Trust Was Done Right and Funded — Do I Really Need a Lawyer?

Your parents created a trust. The trust was funded correctly. The inheritance is simple. Everything appears to have been done right. So, do you really need a lawyer? Nick answers a question many successor trustees eventually face: if the trust is working exactly as...
My Dad Passed Away… But We Can’t Find a Will

My Dad Passed Away… But We Can’t Find a Will

Nick answers a difficult question many families unexpectedly face: what happens if a parent passes away and no one can find a will? He explains what families should do during the search process and how missing paperwork can create major complications during probate....