Estate Planning
Why Gen Z Needs to Pay Attention to Estate Planning
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
November 15, 2024
Advanced Directives
Why Having A Will Is Essential
According to a 2024 survey, only 32% of us die with a will. That’s down 6% from 2023 and doesn’t consider trusts or other estate planning documents.
November 14, 2024
Estate Planning
Estate Planning When You’re Single
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
November 13, 2024
Estate Planning
What Is a Fiduciary?
Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.
November 12, 2024
Asset Protection
How Do I Leave an Inheritance to My Child but Not Their Spouse?
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
November 11, 2024
Asset Protection
National Estate Planning Awareness Week
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
November 8, 2024
Asset Protection
How Does Estate Planning Protect Couples with Big Age Gaps?
Relationships with significant age gaps come with unique rewards and challenges, especially for couples discussing how to manage their estate later in life.
November 7, 2024
Estate Planning
What’s the Difference Between an Heir and a Beneficiary?
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
November 6, 2024
Estate Planning
Why Does Young Family Need an Estate Plan?
Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.
November 4, 2024
Estate Planning
Changes to Estate Plans After the Death of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
November 1, 2024