Estate Planning Blog

Tips on How to Protect What Matters Most

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5 Signs You Need an Estate Plan Now (Even If You Think You Don’t)

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New California Laws in 2025: What You Need to Know for Your Estate, Business, and Family

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How an Advanced Healthcare Directive Honors Your Voice and Your Wishes

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documents on a table titles advanced healthcare directive and power of attorney

How to Utilize Your Healthcare Directive in an Emergency: What Your Agents Should Know

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Protecting Your Young Adult: Estate Planning Essentials for Parents

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How to Choose a Caregiver and Plan for Long-Term Care in Advance

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a file with a computer that says emergency plan. this is for young adults and their planning in case of an emergency.

The Luckiest Gift: A Young Adult Emergency Plan for Your College-Aged Child

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a picture of a family- the two parents and their two sons and daughter. all close together and smiling.

You Get to Do This Life

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a younger couple with their two younger kids. they are sitting at the kitchen table all laughing together

Planning for the Unthinkable: Essential Tools for Parents of Minor Children

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an older couple smiling together holding a small wooden house, symbolizing their trusts and assets.

AB Trusts—Do You Need to Get Rid of Yours?

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a little house on top of a stack of coins and an umbrella protecting these coins and house

3 Asset Protection Tips You Can Use Now

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overhead shot of two women in a meeting. one of them is writing things down on a piece of paper while the other one is advising.

Successor Trustee 101: Their Crucial Role in Managing Your Trust

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a lady that is being scammed. she is on the phone and has her credit card in the other hand and she looks frustrated.

How to Avoid Social Security Scams: Protecting Yourself from Fraudsters

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a woman on the phone talking with someone with a big smile making a connection.

The Joy in the Little Things (Like a Coffee Mug and a Thoughtful Friend)

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a picture of kevin and carolyn and their three kids with their two dogs. they are all huddled around each other smiling. showing how lucky they all are to have each other.

Turns Out, Luck Isn’t What I Thought It Was

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Dado Diaries: Striving to Be More Like My Kids

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a picture of three generations- a grandma, a mom, and a kid. all in a grass field wearing white sitting down and smiling

Estate Planning Through the Ages: How Your Plan Should Evolve Over Time

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a caregiver and her patient with their backs facing us. the caregiver has her arm around her patient while they are on a walk.

The Fine Line Between Caregiving and Financial Abuse: How Estate Planning Helps Protect Seniors

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a mom with her four little kids with a book in her lap reading a story to them

Your Estate Plan, Your Story: What Will Yours Say?

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a grandma, a daughter, and granddaughter all hugging- showing the three generations and they are all laughing and smiling.

Estate Planning That Expresses Who You Are: 5 Things to Talk About with Your Family

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a mom and her younger daughter talking and the mom is holding the daughters hand talking to her

Important Legacy Questions You Should Answer in Your Estate Plan

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Did Matthew Perry get his estate planning right? The answer might surprise you.

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Doctor facing an older woman and writing down notes during a consultation.

Four Key Medicare 2025 Changes You Need to Know

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Doctor kneeling and holding the hand of a man in a wheelchair, offering support and care.

New Law Supports Home Care, Caregivers for Military Veterans

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Multiple Social Security cards stacked on top of each other.

The Social Security Fairness Act: Will It Affect You?

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Game Plan for the Big Day: Why Estate Planning Is the Super Bowl of Financial Security

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a picture of mt. rushmore showing all three presidents mentioned in the article that left their legacy behind for the rest of America.

Presidents’ Day & Legacy Lessons

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a picture of a couple in love, looking at each other. the man is hugging the wife and the wife is looking at him with love. they have created an estate plan so their future is secure.

Estate Planning as an Act of Love: A Thoughtful Valentine’s Day Gift

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a picture of an emergency room bed being rushed by nurses with a patient lying in the bed. it is blurred and gives a chaotic and rushed feel

HIPAA: An Overview for Young Adults

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a picture of insurance files- there is one big file that says insurance policy and then there are little ones that say auto home life and medical

Why Now is the Perfect Time for an Insurance Audit in Your Estate Planning

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