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5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much...
Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?
Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated....
Debt After Death: Why You Should Think About It When Estate Planning
If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money you...
How Your Trust Can Help a Loved One Who Struggles with Addiction
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved...
Do It Now: Name a Guardian for Your Minor Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific...
Did you or a loved one make any of these five critical estate planning mistakes?
Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to...