Estate Planning Blog

What's the Difference Between an Heir and a Beneficiary?

October 23, 2024

Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.

Estate Planning

National Estate Planning Awareness Week

October 21, 2024

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.

Estate Planning

Strategies to Protect Assets from Lawsuits and Creditors

October 18, 2024

Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.

Estate Planning

Advance Healthcare Directives and Why They Matter

October 16, 2024

After a tragic accident, Nancy Cruzan’s family couldn’t make medical decisions for her and fought years-long court battles to help her situation. An advance care directive could have prevented Cruzan from living for seven years in a permanent vegetative state.

Estate Planning

Family Wealth Discussions: How to Talk about Money with Loved Ones

October 14, 2024

Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.

Estate Planning

Curated a Collection? You Need an Estate Plan for It

October 11, 2024

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.

Estate Planning

The Importance of Estate Planning for Non-Citizens with U.S. Assets

October 9, 2024

Estate planning is crucial for non-citizens with U.S. assets to minimize potential tax burdens.

Estate Planning

Guarding Women's Wealth with Estate Planning

October 7, 2024

Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.