Estate Planning Blog

Tips on How to Protect What Matters Most

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Is it Time to Let Go of Those Old Documents?

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Add An Estate Plan to Your Christmas List

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Who Needs a Special Needs Trust?

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Be Careful Relying on Life Insurance to Provide for Loved Ones

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there are gold balloons that say 18 to signify that the person is becoming an adult.

Happy 18th Birthday! Now What?

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the caregiver and the patient are on the couch laughing with one another and sitting right next to each other. the caregiver is taking very good care of her patient.

Recognizing and Supporting Family Caregivers in Estate Planning

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Gratitude and Legacy: Giving Thanks Through Estate Planning

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a set of parents with their young child who is sitting on the dads back in their living room. thinking about their estate plan for their daughter

Year-End Estate Planning: Key Steps to Protect Your Family and Assets

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How to Discuss Your Estate Plan with Your Family During the Holidays

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C.C. DeVille

What I Learned from My Rock N’ Roll Neighbor

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Have You Checked Your Beneficiary Designations Lately?

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older couple with their lawyer at the kitchen table planning their estate

How to Tackle the Busiest Season of the Year

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The Corporate Transparency Act: What It Means for Terminated Businesses

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Should Your Child’s Guardian and Trustee Be the Same Person?

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couple updating their estate planning

Don’t Let Your Estate Plan Go Up in Smoke

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individuals charitable giving to their community.

The Power of Purpose: Unveiling the Impact of Charitable Giving

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Should You Share Your Estate Planning Details With Loved Ones?

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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?

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How to Pick a Trustee, Executor, and Agent under a Power of Attorney

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Won’t My Spouse and Kids Inherit Everything When I Die?

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Four Things Your Spouse Should Know Before You Die

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Will My Revocable Living Trust Avoid Probate? It Depends.

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new homeowner

3 Tips for Every New Homeowner

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inheritance money

How to Make Your Inheritance Last

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adult women with elderly mom

Pros and Cons: Naming Many Residuary Beneficiaries

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man incapacitated on a gurney being pushed by medical professionals

5 Essential Legal Documents You Need for Incapacity Planning

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pension savings in a jar

Estate Planning: Are Pensions Like Other Retirement Accounts?

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What’s Next for Your Estate Plan?

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Estate Planning: Setting Your Priorities Straight

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What Real Estate Owners Don’t Know Can Hurt Them

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