Blog
Retirement changes a lot about daily life—your routine, your finances, and often, your goals. It can also shift what you need from your estate plan. A plan made years ago
Mental health isn’t something most couples ever imagine being part of their estate planning conversations. When it affects one spouse, though, it can shape nearly everything — not just daily
Most of us have a cause that touches our heart — a local shelter, a favorite university (maybe your alma mater), or a foundation that helped someone we love. Charitable
Trusts are more than just a legal tool — they are a way to solve real-world problems in estate planning. They can smooth the transfer of assets, protect property from
Every family has unique needs, and those needs often shift depending on the stage of life you’re in. Young parents may be focused on naming guardians for their children. Retirees
Debt After Death: Why You Should Think About It When Planning Your Estate If you carry debt, do not assume that your death or incapacity will make it automatically disappear.