Estate Planning Is Not Just About Death Why Incapacity Planning Matters Many people believe estate planning is only about what happens after death. While that is an important part of the process, it is only one piece of the estate planning puzzle. It is just as important to plan for what happens if you become…
Why Updating Your Estate Plan Matters Creating or updating your estate plan is an important part of taking control of your finances. When proper plans are in place, you gain peace of mind and security for yourself and your family. Here are three key questions to ask yourself when reviewing your estate plan. 1. Am…
Estate Planning for Troubled Adult Children Protecting Your Legacy While Protecting Those You Love When you think about the future, you want to believe that everything you leave behind will help your children thrive. But what happens when one of your adult children is facing challenges that make financial responsibility difficult Whether it involves addiction,…
Understanding the Pros and Cons of Probate in Estate Planning In estate planning circles, the word “probate” often carries a negative connotation. Many financial planners recommend keeping accounts and property out of probate whenever possible, especially for individuals with significant assets. However, probate exists for an important reason. It is a system designed to protect…
Secure Their Future: Estate Planning Starts with Your Priorities Thinking about what happens after we are gone is never easy, but it is one of the most meaningful ways to protect and care for the people we love. A well-crafted estate plan reflects your values, safeguards your assets, and ensures your wishes are honored. It…
How Digital Assets Fit Into Your Estate Plan In today’s world, so much of what we own lives online. When someone passes away, an executor is responsible for gathering, protecting, and managing all estate assets. That is straightforward when assets are physical, but digital property brings new challenges. An executor cannot manage what they cannot…
Leaving a Legacy with Purpose: How Conditional Gifts Encourage Responsibility When it comes to leaving a legacy, most parents want their hard-earned assets to bring long-term security, not short-term spending sprees. That is why more families today are choosing to leave inheritances with purpose and protection in mind. A thoughtful estate plan can ensure your…
Americans Remain Generous but Fewer Are Giving Americans continue to stand out as some of the most generous people on the planet.In 2025, the United States ranks among the top nations for both wealth and giving, ninth in per capita GDP and fifth on the World Giving Index. Yet, behind this reputation for generosity, a…
Worried About an Adult Child’s Future? You’re Not Alone, and You’re Not Without Options Estate planning is not just about passing down wealth; it is about protecting the people you love. But what happens when one of those people is struggling? Whether it is addiction, a rocky marriage, or financial irresponsibility, these challenges can make…
Creating a Positive Legacy Through Estate Planning We believe that a positive and optimistic attitude can extend to your estate plan and family legacy. Rather than focusing primarily on negative goals, such as preventing a spendthrift child from wasting their inheritance, view your estate planning as an opportunity to pass along your values and positivity…