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Homeowners Need Estate Plans to Protect Life’s Biggest Purchase

There are steps new homeowners should take to make sure that if they die, their house ends up with the right person.
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Benjamin Franklin Can Teach Us About Estate Planning

Benjamin Franklin once said an ounce of prevention is worth a pound of cure. Nowhere is that more evident than in estate planning.
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Reap the Benefits of Volatility with Estate Planning Strategies

Market downturns can feel unsettling. However, for those engaged in thoughtful estate planning, periods of volatility may present unique opportunities to transfer wealth more efficiently.
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Are You Missing a Key Estate Planning Document?

People tend to think that a will is the only estate-planning document they need.
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DNA Tests Pose New Problems to Estate Planning

The rise of consumer DNA testing is uncovering unexpected family relationships, creating new legal and emotional challenges for estate planning.
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Know Your Estate Planning Rights when a Loved One Passes Away

When a loved one dies, questions about access to information, decision-making authority and inheritance rights can quickly arise, leaving families uncertain about what they are legally entitled to know.
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Business Owners, Stop Delaying Doing Estate Plan!

The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. Sudden illness and accidents don't send you a heads-up before they happen, and the remedy is far easier than you think.
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Don't Forget Pet Planning in Your Estate

For many families, pets are beloved companions and members of the household. Estate planning should include clear instructions for their care to ensure that they remain protected if their owner becomes incapacitated or passes away.
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The Cost of Silence: Families Need to Talk about Estate Planning

Avoiding conversations about wills and estate planning can lead to confusion, conflict and costly legal problems for families later.
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Young People Need Estate Planning as Much as Their Parents

Estate planning isn’t about preparing for death—it’s about protecting life, legacy and financial stability.
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