Estate Planning Archives

Top Estate Planning Mistakes to Avoid

So, to leave a legacy for your family and those philanthropic groups you support, you need a comprehensive estate plan—and you need to avoid making mistakes.

Posted on: July 5, 2024

Don’t Leave for Summer Vacation without Proper Planning

Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.

Posted on: July 1, 2024

Spring Cleaning the Business of Your Life

Spring can be a good time to organize your financial life—right up there with summer, fall and winter.

Posted on: June 28, 2024

How Your Estate Plan Addresses More than Money

Contemplating your death may not warrant a spot at the top of your priority list—but writing your will should.

Posted on: June 26, 2024

Planning Your Own Funeral Eases the Burden for Your Loved Ones

By considering these aspects of funeral planning now, you can provide a final gift to your loved ones—a well-thought-out plan that eases their load during a difficult time.

Posted on: June 24, 2024

What Happens If You Inherit a Parent’s House?

Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.

Posted on: June 21, 2024

Stay-at-Home Parents Need an Estate Plan

However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.

Posted on: June 19, 2024

Essential Legal Documents for Graduating Seniors

Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.

Posted on: June 17, 2024

Estate Planning Questions for Couples with a Big Age Gap

For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.

Posted on: June 14, 2024

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