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Aug 8, 20224 min read

3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...

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HOW ESTATE PLANNING CAN REDUCE THE HIGH COST OF DYING—PART 2

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Jul 25, 20226 min read

HOW ESTATE PLANNING CAN REDUCE THE HIGH COST OF DYING—PART 2

Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate...

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How Estate Planning Can Reduce The High Cost Of Dying—Part 1

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Jul 18, 20225 min read

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...

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5 Common Estate Planning Concerns For Your Second (Or More) Marriage

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Jul 11, 20226 min read

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

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3 Reasons Why Single People With No Children Need An Estate Plan

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Jun 20, 20227 min read

3 Reasons Why Single People With No Children Need An Estate Plan

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...

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How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud

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Jun 6, 20227 min read

How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

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How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

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May 2, 20224 min read

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...

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How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

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Apr 18, 20227 min read

How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...

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Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

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Mar 31, 20228 min read

Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...

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Updating Your Estate Plan for Divorce: 5 Changes to Make

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Feb 21, 20226 min read

Updating Your Estate Plan for Divorce: 5 Changes to Make

Divorce can be one of life’s most stressful events. With so many major changes taking place, it is easy to forget to update your estate...

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Preventing Family Conflict And Disputes Over Your Estate Plan

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Jan 31, 20227 min read

Preventing Family Conflict And Disputes Over Your Estate Plan

No matter how well you know your loved ones, it is impossible to predict exactly how they will behave when you pass away or if you become...

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5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2

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Jan 24, 20226 min read

5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2

Last week, in part one of this series, we covered the first two ways DIY estate plans can fail. This week we will cover the remaining...

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