Two Ways to Co-Own a House in Rhode Island: Joint Tenancy vs. Tenancy by the Entirety
September 3, 2026
Both offer an easy way to avoid probate, but there are key differences between these two forms of co-ownership in RI.
View ArticleChoosing a Guardian for Your Children: 7 Key Factors to Consider
September 1, 2026
Choosing a guardian for your children is one of the hardest decisions you’ll make when estate planning. Here are some tips on selecting someone to nominate in your will.
View Article10 Common Estate Planning Mistakes I See in Rhode Island (And How to Avoid Them)
September 1, 2026
From unfunded trusts to outdated wills, these are the estate planning mistakes I see most often, and how to avoid them.
View ArticleUTMA and 529 Accounts: A Primer for Rhode Island Parents
August 17, 2026
A look at UTMA and 529 plan accounts for Rhode Island parents, including tax issues, control, state rules, and more.
View ArticleWhat is the purpose of the self-proving affidavit in Rhode Island?
July 29, 2026
A self-proving affidavit in Rhode Island is not strictly required for a will to be legally valid, but it is a standard and strongly recommended estate planning tool.
View ArticleWhat is a testamentary trust?
July 20, 2026
A testamentary trust is a trust established under the terms of a person's Last Will and Testament, typically to hold all or a portion of the estate's remaining residue.
View ArticleWill Substitutes: The Basics
July 16, 2026
A will substitute allows assets to transfer automatically to your beneficiaries upon your death, bypassing both the Probate Court and instructions in your will.
View ArticleWhy Your Will Needs a Residuary Clause
July 14, 2026
A residuary clause is a necessary component of a will because it acts as a catch-all safety net for your estate. Without one, portions of your estate can end up passing outside of your intended estate plan entirely.
View ArticleHow often should you review and update your estate plan?
July 2, 2026
You may need to revisit your estate plan from time to time, especially in light of changes in your family structure, your finances, or tax law.
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