The Tale of Two Departures: What you actually experience when a loved one dies will depend largely on whether or not they had an estate plan. The passing of a loved one is an incredibly difficult time, filled with grief, reflection, and adjustment. But beyond the emotional toll, there's a practical reality that families must face: settling the deceased's affairs. The ease or agony of this process hinges almost entirely on one crucial factor: did your loved one have an estate

If you have children, own a home, run a business, or simply want to have a say in your own future, this week is a call to action. Leaving your affairs to default state laws is not a plan; it’s a gamble that will force your family into crisis during their most vulnerable time. The Myth of "Too Young" or "Not Wealthy Enough" The truth is, estate planning isn't about building a monument to your wealth; it's about building a safety net for the people you love. So, why would you

For families with a member who has a disability, traditional estate planning—the simple transfer of assets—can be disastrous. In...

Aging Baby Boomers are a major force behind the phenomenon known as the "Great Wealth Transfer," the largest intergenerational wealth...

Losing a loved one is one of life's toughest challenges. When that person dies without a will, trust or any type of succession planning,...

Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...