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
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
Understanding the Difference Between a Living Will and Last Will and Testament
Creating a will isn’t a luxury for the wealthy—it’s a protective measure for those we love.
February 4, 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
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
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