Estate Planning

The Estate Planning Checklist You Didn't Know You Needed

The Estate Planning Checklist You Didn't Know You Needed

Let's Talk About Estate Planning Okay, so estate planning. It's one of those things that lurks in the background of our minds, something we know we sh... Read More

How to Talk to Your Parents About Their Estate Plan Without Sounding Greedy

How to Talk to Your Parents About Their Estate Plan Without Sounding Greedy

Understanding the Importance of Estate Planning Talking to your parents about their estate plan can feel like walking a tightrope. On one side, there'... Read More

Who Knows Your Estate Plan Better—You or Your Lawyer?

Who Knows Your Estate Plan Better—You or Your Lawyer?

Understanding the Dynamics of Estate Planning Estate planning. Just saying it can send a shiver down the spine of even the most organized among us. It... Read More

The Secret Life of a Trust: More Than Just a Fancy Will

The Secret Life of a Trust: More Than Just a Fancy Will

The Secret Life of a Trust: More Than Just a Fancy Will When you hear the word "trust," what pops into your mind? Perhaps you're thinking of a wealthy... Read More

Estate Planning and Divorce: When Your Ex is Still in Your Will

Estate Planning and Divorce: When Your Ex is Still in Your Will

Understanding the Intersection of Estate Planning and Divorce Divorce is one of those life events that, while often necessary, brings a whirlwind of c... Read More

Wills vs. Trusts: The Cage Fight for Your Legacy

Wills vs. Trusts: The Cage Fight for Your Legacy

When it comes to planning for the future, the debate between wills and trusts can feel a bit like a cage fight. It's your legacy we're talking about. ... Read More

Final Expenses: The Tab No One Wants to Talk About

Final Expenses: The Tab No One Wants to Talk About

The Unspoken Reality of Final Expenses Let's face it—nobody likes talking about final expenses. It's one of those topics that makes us want to stare... Read More

Why Your Family Might Secretly Hate Your Estate Plan

Why Your Family Might Secretly Hate Your Estate Plan

Creating an estate plan is one of those things that feels like you're doing your family a favor. You get your ducks in a row, have those uncomfortable... Read More