Estate Planning Blog

Financial Decisions That Can Build a Generation-Spanning Legacy

March 23, 2026

The choices you make today shape not only your family’s future, but the values and opportunities that pass from one generation to the next.

Estate Planning

Was Your Estate Plan Created During COVID Pandemic?

March 20, 2026

For many, the last six years have reshaped the way we think about our health and how our affairs will be managed if we become incapacitated or die prematurely.

Estate Planning

What are Emotional Aspects of Estate Planning?

March 18, 2026

Conversations about estate planning intentions and a willingness to listen to feedback can prevent conflict.

Estate Planning

The Gap between Baby Boomers and Their Inheritors

March 16, 2026

As the great wealth transfer approaches, expectations about who will inherit and how much are proving very different from reality for many families.

Estate Planning

Don’t Fall for Estate Planning Myths

March 13, 2026

Estate planning is surrounded by misconceptions that often keep people from taking simple steps that could protect their families.

Estate Planning

Why You Need to Update Beneficiaries in Your Estate Planning

March 11, 2026

Outdated beneficiary designations can quietly override even the most carefully written estate plan.

Estate Planning

Key Estate Planning Trusts to Consider Incorporating into Your Planning

March 9, 2026

Trusts are powerful estate planning tools that can protect assets, guide distributions and provide flexibility for a wide range of family goals.

Estate Planning

Estate Planning Procrastination or EP Paralysis?

March 6, 2026

If you’re also struggling to complete your estate planning, here are some more ways to finally get it done.

Estate Planning

Why Estate Planning Is Essential for Everyone

March 4, 2026

Estate planning is not about how much you have. It is about making thoughtful decisions for the people you care about.

Estate Planning

Can You Name a Beneficiary as the Executor of Your Estate?

March 2, 2026

Choosing the right executor is as important as deciding who will inherit, and sometimes those roles can overlap.

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