Essential Estate Planning Questions: Part 2 of 2
Planning your family’s future can seem complicated, with numerous options to consider. Do you need a will? Should you set up a trust? What happens if you choose to do nothing? These decisions aren’t just hypothetical—they directly affect your loved ones’ futures.
In this second part of our two-part Q&A series, I’ll explain the essential estate planning tools, highlight their key differences, and offer practical strategies to help you protect your family, regardless of what lies ahead. Let’s get started by answering a common question about the foundational documents in estate planning.
Navigating Estate Planning During Uncertain Times: Part 1 of 2
As a new presidential administration prepares to take office in a few weeks, potential shifts in estate tax exemptions and fluctuating interest rates may leave you questioning the best way to safeguard your assets during uncertain times. Learn more…
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
Sharing family recipes and gathering for Thanksgiving are beloved traditions, but they’re also an ideal time to reflect on and safeguard your family’s legacy for future generations. Here’s how to start the conversation. Read more…
Veterans: Your Legacy Deserves Protection
With Veterans Day approaching, we take a moment to honor the courageous men and women who have served our nation with steadfast dedication. Your service showcased a deep commitment to safeguarding America’s future – now, it’s time to secure your family’s future. Discover more…
Lessons from Shelley Duvall’s Passing
Shelley Duvall, widely recognized for her role as Wendy Torrance in The Shining, recently passed away at the age of 75. Though her memorable performances continue to resonate with fans, her passing highlights valuable estate planning lessons that can benefit everyone. Discover more…
Common Estate Planning Myths Debunked
National Estate Planning Awareness Week, running from October 21-27, is the perfect opportunity to bring attention to this commonly misunderstood and often overlooked subject. Discover more…
A Power of Attorney May Not Be What You Think
If you’ve ever thought about planning for your future or assisted someone with theirs, chances are you’ve come across the term “power of attorney.” But do you truly understand what it means and how it functions? Learn more…
Avoiding Family Conflicts Over Personal Belongings
Losing a loved one is devastating, but the emotional toll can deepen when family conflicts arise over their personal possessions. Disagreements over sentimental items can create rifts that leave scars, sometimes impossible to mend. Discover more…
Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the cherished star of Friends, passed away last year, fans around the globe grieved the loss of a comedic legend. But as the details of his estate surfaced, a surprising question arose: why did he appear to have less wealth than anticipated? Find out more…
What Do Lasagna and Estate Planning Have in Common?
Many people believe that “estate planning” simply means creating a will or trust. However, this is a widespread misunderstanding. Estate planning goes beyond just having legal documents — it’s more like following a well-crafted lasagna recipe. Discover more…