The holidays are a time for connection, reflection, and family traditions. They’re also a rare chance to have important conversations with loved ones about their wishes for the future. While these discussions can be uncomfortable, asking the right questions now can save your family from confusion and heartache later. Here are three essential questions to […]
With so many online options for creating your own will and estate planning documents, it’s tempting to go the DIY route. While this might seem quick and affordable, there are some major drawbacks to consider. Here are 3 big reasons to think twice before tackling your estate planning alone: Risk of Errors and Omissions Estate […]
Most parents know they want their children to inherit their estate someday. What they may not know is that, without an estate plan, their kids could inherit a big lump sum on their 18th birthday! Even parents of the most responsible children may not want this. The good news is you can put legal documents […]
As 2025 winds down, now is the perfect time to reflect on your wishes and review your estate plan! Here is a quick checklist to help you start the new year with peace of mind. Update Beneficiaries Double check who you’ve named as the beneficiary on your life insurance and retirement accounts. Life events like […]
As you prepare for holiday travel, no doubt your to-do list is packed with tasks like booking flights and planning family activities. But one important item often overlooked is creating an estate plan. Now is the perfect time to make sure your legal and financial matters are in order before you leave. If something unexpected […]
It’s easy to assume that someone with great wealth would have all their affairs in order. Yet, even a celebrity like Prince neglected to create a will. It took six years, over 2,711 court filings, several DNA tests, and millions of dollars in legal fees (by 2019, the estate had already reportedly incurred $45 Million […]