Estate Planning Blog

Coordinating Health Savings Accounts and Estate Planning Goals

February 10, 2025

Health Savings Accounts (HSAs) are a valuable financial tool. However, integrating them into your estate plan requires a thoughtful strategy to maximize benefits and avoid tax pitfalls.

Estate Planning

Why Your Children Need You to Complete Your Estate Planning

February 7, 2025

Between work, carpooling, after-school activities, and random time-consuming obligations that arise in daily life, estate planning can be put on the back burner.

Estate Planning

Estate Planning: How to Secure Your Partner's Future without Marriage

February 3, 2025

Unmarried couples lack automatic legal protections in estate matters, making planning essential. Tools like wills, trusts and healthcare proxies ensure that partners inherit assets, make medical decisions and handle finances.

Estate Planning

Millionaires Aren’t the Only Ones Needing Estate Plans

January 31, 2025

If you ask an expert, they’ll say the ideal time to start your estate-planning journey is when you turn 18—regardless of your wealth, health status, or life path.

Estate Planning

Managing a Parent's Estate After Their Death

January 29, 2025

Navigating the process of managing a parent's estate requires understanding your legal responsibilities and the steps to settle their affairs.

Estate Planning

How to Discuss Estate Planning with Aging Parents and Adult Children

January 27, 2025

Open and honest conversations about estate planning can reduce future stress, prevent conflicts and ensure that everyone’s wishes are respected.

Estate Planning

Can You Make a Will in a Video?

January 24, 2025

Why the written word is still the final word in estate planning.

Estate Planning

How to Locate Missing Assets in Estate Administration

January 22, 2025

Tracking down missing assets is a crucial part of estate administration, ensuring that all property is accounted for and distributed according to the deceased’s wishes.

Estate Planning

The Executor's Checklist: Key Responsibilities and Timelines for Probate

January 22, 2025

Serving as an executor is a significant responsibility that requires careful attention to legal, financial and administrative details to ensure a smooth probate process.

Estate Planning

Estate Planning for Freelancers and the Self-Employed

January 20, 2025

Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.

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