As we head into the start of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list....

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...

You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...

You’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will,...

As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...

Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...

In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at...

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...

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...