Heather Hazelwood 4/14/25 Heather Hazelwood 4/14/25

Debt at Death

Common: having debt at death.

Uncommon: knowing what happens to it & who pays.

Here are four essential takeaways about debt at death.

Heather Hazelwood 8/9/24 Heather Hazelwood 8/9/24

FAQ: Is adding my adult children to my bank account(s) a good idea for estate planning?

Many clients wonder what to do about bank accounts for estate planning purposes. The best option(s) for you may not be the best option for another person. And it might not be what your friend or family member did (or told you to do). Keep reading for the basics on your options, along with some points of consideration.

Heather Hazelwood 3/8/24 Heather Hazelwood 3/8/24

5 Questions about Probate

Have you ever heard anyone talk about 'avoiding Probate' but aren't exactly sure what that means? This week, #unstuckestateplanning is focusing on five common questions about Probate.

Heather Hazelwood 2/9/24 Heather Hazelwood 2/9/24

Does Having a Will Avoid Probate?

#TipTuesday

Does having a Will avoid probate? Nope.

Keep reading for more info on why.

Heather Hazelwood 1/12/24 Heather Hazelwood 1/12/24

Property: Probate or Non-Probate?

Whether you know it or not, in all of your property falls into one of two categories: probate or non-probate. Keep reading to find out why this matters…