Creating an estate plan can sometimes fall under the list of things we know we should do but don’t...
GME to the Moon: Estate Planning, Stocks, and Reddit
Planning for the future means finding a balance between risk inherent in the stock market and the...
Five Estate Planning Resolutions Business Owners Should Make in 2021
It’s a new year and time for a little financial housekeeping – particularly after 2020 brought us...
What Matters Most: Financial Planning Conversations to Have Now
The winter holidays may look different this year, but hopefully you’ll still get to spend time...
The 12 Days of Year-End Business Planning
As we move into the holiday season, it’s time for (socially distanced) celebrations with friends...
Avoiding Home Alone: Estate Planning and Minor Children
30 years ago this month, Home Alone premiered in theaters. The premise is simple: Eight-year-old...
Halloween May Be Scary, but a Lack of Estate Planning is Horrifying
In ancient Egypt, rulers were traditionally buried along with all of their worldly treasure in the...
Estate Planning in an Election Year
With the 2020 presidential election looming, many people are curious about how the results might...
Estate Planning Lessons We Learned from Black Panther
It’s a scenario that terrifies both parents and children: the head of a family dies unexpectedly,...
Make 2020 The Year of Financial Wisdom: A COVID Update
If you’ve been following our blog for a while, perhaps you already resolved to Make 2020 to Year...