Estate Planning as a Love Language: Protecting Those Who Depend on You
We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with words, ...
Why Receiving an Inheritance Changes Your Estate Plan
Receiving an inheritance can be a meaningful and transformative experience, but it can also create challenges if not handled thoughtfully. Without a clear plan, an inheritor may struggle to manage ...
When Your Parent Plans to Disinherit Your Sibling
Your parent has made the difficult decision to omit your brother or sister from their estate plan. While this decision will undoubtedly land heavily on your sibling, the decision also ...
Why Retirement Is the Right Time to Revisit Your Estate Plan
Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days ...
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
As a business owner, you have likely considered establishing an estate plan to ensure your company’s continued success after your passing. However, comprehensive estate planning also addresses what will happen ...
Retirement Planning for Business Owners
Many employees save for retirement by participating in their employer’s 401(k) plan and maybe even opening an individual retirement account (IRA) or Roth IRA for additional savings. As a business ...
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive ...
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out ...
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the ...
Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.
Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not ...