July 4, 2023

Choosing the Beneficiary: Should a Child or Grandchild Inherit the Retirement Account?

The decision of whether a child or a grandchild should inherit a retirement account depends on your specific circumstances, goals, and priorities….

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June 20, 2023

The Importance of Heirloom Planning in Blended Families

Heirloom planning holds great importance within blended families, where stepchildren, multiple sets of grandparents, and diverse relationships come together. It provides an…

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June 6, 2023

3 Ways a Trust Can Protect Your Children

When it comes to estate planning, ensuring the protection and well-being of your children is of paramount importance. In this regard, utilizing…

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May 16, 2023

How Does Retirement Impact Your Estate Plan

1. Update Beneficiary Designations: Retirement accounts, such as IRAs and 401(k)s, often have beneficiary designations that determine who will receive the assets…

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May 2, 2023

Seven Considerations When Selecting a Fiduciary in My Estate Plan

Selecting the right fiduciary for your estate plan is a crucial decision that requires careful consideration. A fiduciary is someone who has…

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April 18, 2023

Why You Should Never Store Your Estate Planning Documents in a Safe Deposit Box

Did you know that one of the biggest mistakes that you can make when it comes to your estate plan is to…

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April 4, 2023

Estate Planning for Unmarried Couples is Essential

For various reasons, not every couple wants to get married. But for a long-term, committed couple, the consequences of not having an…

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March 21, 2023

How Your Estate Plan Can Help Keep the Peace

Sibling rivalry is common among families. Parents often act as peacekeepers during their children’s early years and beyond. When it comes to…

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March 7, 2023

How Can Beneficiary Designations Work for You?

A beneficiary designation passes on wealth in a simple way. Referred to as Payable on Death (POD) in reference to financial accounts…

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February 21, 2023

The Five Keys to a Comprehensive Estate Plan

Leaving this world with a comprehensive estate plan in place is one important way you can care for your family. A comprehensive…

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