Congratulations! You’ve taken an important first step in securing your future by scheduling your first estate planning appointment. It’s no small commitment to think about what will happen to your estate after you pass away or how your affairs will be managed if you become incapacitated. Continue reading →

The holidays are a time for family, laughter, and connection—a season that brings loved ones together in a relaxed and reflective setting. This togetherness can create a unique opportunity to discuss important topics like estate planning or caring for aging parents.

Having these conversations Continue reading →

When people hear “estate plan,” they might think it’s only for the wealthy. The truth is estate planning isn’t about how much money you have—it’s about ensuring your wishes are followed, your loved ones are cared for, and life is made easier when you can’t make decisions for yourself Continue reading →

Giving is one of the most rewarding things we can do, and it’s even better when we can make it a lasting part of our plans. Charitable planning lets you incorporate giving into your estate, allowing you to leave a legacy that reflects your values and supports the causes closest to Continue reading →

Everyone’s busy, and it’s easy to see why DIY online estate planning is tempting. It’s convenient, quick, and looks cheaper than hiring a professional. But when it comes to something as important as your estate, a plan that “almost” works can end up costing much more than what you Continue reading →

Think of your will as a roadmap for those you leave behind—one that clearly sets out your wishes, distributes your assets, and preserves your legacy. While most people focus on what to include in their will, understanding what not to put in it can be equally important. Misplaced items, Continue reading →

November is National Alzheimer’s Awareness Month, a reminder for many families about the importance of thoughtful planning. Alzheimer’s affects millions, bringing with it complex decisions that impact finances, healthcare, and family dynamics. With each stage of the disease, there Continue reading →

Estate planning is essential to ensure that your assets are passed on according to your wishes, but even small mistakes can lead to significant financial and emotional stress for your family. Many people overlook key details, make assumptions, or procrastinate, all of which can result Continue reading →

In today’s digital age, our lives are increasingly managed and stored online. From social media accounts to financial information, photos, documents, and even cryptocurrencies, these digital assets are a significant part of our lives. Yet, many people overlook these valuable assets Continue reading →

When it comes to securing your assets and ensuring a smooth transfer of your estate, the options can feel daunting. Among the choices often discussed are deeds with life use and asset protection trusts. While each has its advantages, they differ greatly, especially regarding how well Continue reading →