Using Life Insurance to Fund a Trust
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
July 14, 2025
Beneficiary Designations Usually Take Precedence over Will
Many people assume a will controls all assets after death—but beneficiary designations often override it entirely.
June 2, 2025
Protecting Your Business with Life Insurance
Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.
April 3, 2025
Revising Estate Planning Ensures Assets Are Protected Post-Divorce
Divorce significantly impacts estate planning, requiring updates to wills, trusts and beneficiary designations to ensure that assets are distributed according to new intentions.
March 5, 2025
Post-Nuptial Agreement can help Couples avoid Conflicts
Later-in-life marriages bring unique financial and legal challenges. A post-nuptial agreement can protect both spouses, while preserving family assets and expectations.
February 19, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025
Grandparents Raising Grandchildren need Specialized Estate Planning
Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you’re raising.
October 28, 2024
Estate Planning When You’re Single
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
October 24, 2024
Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Unique Challenges to Estate Planning for Non-Citizens with U.S. Assets
Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.
October 2, 2024