When it comes to estate planning there are several types of tools you can use, depending on your...
Stress Test Your Estate Plan
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the...
Giving Thanks With Your Estate Plan
Estate planning covers more than just financial matters. Indeed, many use their estate plan to...
How to Share Family History and Heirlooms with Your Estate Plan
The best time to share your family history with loved ones is right now, before the memories are...
Can You Bequeath Your Frequent Flyer Miles?
If you’re a frequent airline traveler, one of your estate planning concerns may be what will...
Warning: Don’t Let Creditors Inherit from You
Shocking to most people, the retirement account you leave for your spouse can be seized in a...
Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money...
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The...
Why Joint Tenancy Should Not Be the Go-To Plan for Newlyweds
If you are recently married or have been married and are acquiring additional assets, know that...
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of...