As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking...

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...

When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....

​​ Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....

Shelley Duvall, best known for her role as Wendy Torrance in The Shining , passed away recently at the age of 75. While her acting legacy...

When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...

Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...

In Part 1 of this series, we explored general estate planning considerations given today's changing landscape, especially related to...

With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting for...

If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024....

The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...