Volatile Markets can Make Estate Planning Easier
July 22, 2025
Unstable financial markets may feel like a threat. However, they also create unique opportunities for effective estate planning.
How to Create an Estate Planning Playbook
July 21, 2025
Most people believe that once they’ve set up a will or living trust, their estate plan is complete. But here’s the truth: Legal documents alone don’t tell the full story.
Does Your Estate Plan Avoid This Inheritance Trap?
July 18, 2025
It’s a mistake that’s shockingly common among affluent families. It doesn’t make headlines. However, it does trigger massive tax bills—and it’s costing heirs millions every year.
Estate Planning for High-Risk Occupations
July 17, 2025
For police officers, however, estate planning presents unique challenges and considerations due to the risks inherent in their profession, the need for tailored legal protection, and the complexities surrounding survivor benefits.
What Happens When My Special Needs Child Turns 18?
July 16, 2025
Turning 18 is a major milestone – especially for children with disabilities – because it triggers critical changes in legal rights and parental responsibilities.
Can You Fund a Trust with Life Insurance?
July 15, 2025
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
A Guide to Retiring as a Business Owner
July 14, 2025
Business owners must plan their retirement differently—because exiting the company is both a financial and emotional decision.
Updating Estate Planning After a Dementia Diagnosis
July 11, 2025
Planning early after a dementia diagnosis ensures that your medical and personal wishes are documented, which can ease future stress and maintain control over decisions as the disease progresses.
What Is Gifting in Estate Planning
July 10, 2025
The Internal Revenue Service (IRS) has its hand out for tax dollars associated with your generosity. However, there are tax-smart loopholes.
How to Protect Elderly Parents from Scammers
July 9, 2025
Are you worried that your dad might fall for his caregiver and leave the family farm to her in his will?