BLOGS

From Wealth to Impact: The Power of Philanthropy in Estate Planning
Estate planning isn’t just about dividing money and property—it’s also a chance to leave a lasting legacy. Philanthropy allows you to make a difference by supporting causes you care about,

The Hidden Dangers of Skipping an Estate Plan
Many people think estate planning is only for the wealthy, but that’s not true. No matter your income or family size, having an estate plan is essential.

In Case the Unexpected Happens: How to Prepare for Incapacity
Life is full of surprises, and not all of them are good. If you ever become unable to make decisions because of an accident or illness, having a plan in place is important.

Estate Planning Strategies for High-Net-Worth Individuals
If you’ve built a large amount of wealth, it’s important to make a plan to protect it. Estate planning ensures your money and property go to the people you care about without unnecessary taxes or legal issues.

Special Needs Trusts: Planning for a Disabled Family Member
Planning for a disabled family member’s future can feel overwhelming, but a Special Needs Trust can make things easier.

Inherited Property? Here’s What to Do Next
Inheriting a property can bring mixed emotions—joy, sadness, and maybe even stress. It’s normal to feel unsure about what to do next.

Who Gets What? Estate Planning Made Easy with Retirement Account Beneficiaries
One important step when planning for the future is deciding who will receive the money in your retirement accounts. This might sound complicated, but it doesn’t have to be.

How Life Insurance Powers Smart Estate Planning
Estate planning might sound complicated, but it doesn’t have to be. One of the easiest and smartest tools you can use is life insurance.

More Than Assets: Inheritance Planning for Your Heirlooms and Personal Property
Estate planning isn’t just about money and real estate—it’s also about the sentimental items that tell your family’s story. Heirlooms and personal belongings, like jewelry, artwork,

Beyond Marriage: Estate Planning Strategies for Unmarried Couples
Estate planning isn’t just for married couples—it’s just as important for unmarried partners. Without a legal marriage, the law doesn’t automatically protect your partner the way it would a spouse.

DIY Estate Plans: Smart Choice or Risky Gamble?
Creating an estate plan is an important step in protecting your loved ones and your property. Some people try to save money by using DIY estate planning tools, like online templates and fill-in-the-blank forms.

Probate Explained: The Process and How to Avoid It
When someone passes away, their assets—like money, property, and belongings—don’t automatically go to their loved ones. In many cases, these assets go through a legal process called probate.

Asset Protection Strategies for Business Owners
If you own a business, it’s important to protect what you’ve built. Whether it's money, property, or equipment, your assets can be at risk from lawsuits,

From Passwords to Crypto: Managing Digital Assets in Your Estate Plan
In today’s world, we live much of our lives online. From social media accounts to email, bank apps, and even cryptocurrency, our digital assets are a big part of who we are.

Updating Your Estate Plan: When and Why It’s Necessary
Estate planning is an important way to protect your family and make sure your wishes are followed. But creating a plan is not a “one-and-done” task. Life changes, and your estate plan should change too.

The Estate Tax Playbook: Strategies to Secure
Estate taxes may sound complicated, but with the right strategy, you can protect your wealth and ensure it benefits your loved ones.

The Ultimate Estate Planning Checklist for Every Adult
Estate planning isn’t just for the wealthy—it’s for everyone. Whether you're young and just starting out or nearing retirement,

Making a Difference After You’re Gone: Charitable Giving in Your Estate Plan
Have you thought about how you can continue to help the causes you care about, even after you’re gone? By adding charitable giving to your estate plan,

Who Will Care for you Kids? Understanding Guardianship for Minor Children
One of the hardest but most important decisions a parent can make is choosing who will care for their children if they are no longer able to. Guardianship allows you to legally name someone to take on this responsibility

Estate Planning Essentials for Blended Families
Estate planning is important for all families, but it becomes even more crucial for blended families. A blended family—where one or both partners have children from previous