Always Update Estate Plan after Moving to a New State
When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.
December 29, 2025
Travelers Need These Estate Planning Documents
These aren’t just hypotheticals; they’re avoidable moments of chaos if the right documents are in place.
September 16, 2025
Health Care Proxy and Power of Attorney are Essential Tools in your Estate Plan
What people fail to realize is that your estate plan is more than just distributing your assets after you pass away.
September 4, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Parents with Young Children need an Estate Plan
Estate planning ensures that your children and assets are cared for according to your wishes.
August 27, 2025
A Living Will Should be Part of Your Estate Plan
The goal is to eliminate guesswork during what is already a stressful situation.
July 31, 2025
Estate Planning Mistakes Financial Advisors Make
Even trusted financial advisors can overlook key estate planning steps—mistakes that may leave your legacy vulnerable.
July 24, 2025
Proper Estate Planning can Protect Couples with Big Age Gaps
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
October 30, 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
Gen Zers Need Estate Planning
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
October 23, 2024