One of our primary goals is to educate you on the vital importance of not only preparing an estate plan, but also keeping your plan...

Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

When it comes to putting off or refusing to create an estate plan, your mind can concoct all sorts of rationalizations: “I won’t care...

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

With Thanksgiving approaching, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While...

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

Last week was National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently...

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and...

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...

Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...