Using Estate Planning Tools when Markets Are Volatile
June 4, 2025
Tariffs, persistently high inflation and market volatility can stress even the most carefully designed financial plans.
Americans Becoming Proactive about an Alzheimer’s Diagnosis, Survey Shows
June 3, 2025
With more Americans pursuing early testing and care planning, Alzheimer’s disease is no longer viewed only as a crisis, but as a condition to prepare for thoughtfully and strategically.
Talking with the Kids about Finances
June 2, 2025
Honest conversations about money build trust and prepare the next generation for future responsibility, especially when tied to a long-term estate plan.
Is Power of Attorney for Health Care Needed If You’re Healthy?
May 30, 2025
No one expects a sudden medical crisis. However, being prepared can save your family from unnecessary legal battles and emotional distress.
How to Get Veterans Health Benefits
May 29, 2025
Veterans earned their healthcare benefits through service and sacrifice—knowing how to access these benefits ensures timely care and long-term support.
Combating Aging Stereotypes During Older Americans Month
May 28, 2025
Older Americans Month reminds us that aging is not a decline but a continuation of growth, contribution and vitality in every stage of life.
How Much Life Insurance Do Young Families Need?
May 27, 2025
For young families, life insurance provides financial security during the most vulnerable years—calculating the right coverage is essential for protecting those who depend on you most.
Fashion Designer Takes Uniquely Named Approach to Her Will
May 23, 2025
In a recent Trading Secrets podcast, fashion designer Rebecca Minkoff revealed that she has a special provision in her trust in case she divorces or dies before her husband, Gavin Bellour.
Estate Planning Lessons from Celebrities
May 20, 2025
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
Should You Put Your Home in a Trust?
May 16, 2025
Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your death.