A clear breakdown of probate, state laws, and what your loved ones could face without a plan in place.   Estate planning might not be the...

How to ensure fairness, avoid conflict, and plan intentionally when there are stepchildren or remarriages involved. Today, blended...

When it comes to estate planning, two of the most common tools are wills  and trusts —and while they both serve an important role,...

A helpful guide to what to avoid—like outdated beneficiaries, missing documents, or relying solely on a will. As you move through your...

When you hear the term estate planning , it might sound like something reserved for the wealthy or those with sprawling properties and...

Divorce can bring emotional and financial upheaval—and while navigating the legal process is challenging enough, the financial...

When it comes to planning your financial future and protecting the people you care about, few things are more important—or more often...

When people think about leaving a legacy, it’s often more than just passing down wealth—it’s about passing down values, knowledge, and...

Designating a beneficiary on retirement accounts is one of the most important retirement planning tasks.

Estate planning is vital to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of.

In this blog post, we'll discuss why you should have a will, regardless of your age or financial situation.