If You Want Your Trust to Work, Fund It
January 7, 2025
Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
What Is the Difference between Equal and Fair Inheritances
January 3, 2025
A common question asked in estate planning is how to divide an estate fairly among beneficiaries.
Strategies for Thriving as a Senior Living Alone
January 2, 2025
As more seniors embrace independent living, they face unique challenges like isolation, financial vulnerability and health risks. Proactive strategies, from creating a safe home to planning with an elder law attorney, empower older adults to thrive, while safeguarding their independence and long-term well-being.
How Transparency in Estate Planning Prevents Family Conflict
January 1, 2025
Warren Buffett emphasizes transparency in estate planning, urging families to discuss wills before signing. Open conversations prevent misunderstandings, clarify roles and strengthen bonds.
Estate Planning Steps to Contemplate in 2025
December 31, 2024
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
Discussing Estate Planning in the Holiday Season
December 24, 2024
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
How to Avoid Estate Planning Mistakes in 2025
December 20, 2024
If these things get overlooked, you risk leaving your loved ones with extra challenges during what’s already a tough time.
Millennials and Gen Z Need Estate Plans Now
December 19, 2024
Though ‘estate planning’ may bring to mind visions of rich families squabbling over the ancestral silver, it isn’t just for the wealthy or older people, financial planners say.
Probate for Real Estate in Multiple States: Managing Assets
November 26, 2024
Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.
Why Is Legal Planning Important for the Sandwich Generation?
November 21, 2024
Legal planning can protect your parents, prevent family disputes and bring peace of mind to beleaguered caretakers in the sandwich generation.