When Your Spouse Isn’t on Board with Estate Planning: Tips to Get Started Anyway
Talking about estate planning isn’t exactly romantic, and it’s not unusual for one spouse to feel ready to get started while the…
Why Newlyweds Should Prioritize Estate Planning Early
Marriage marks the beginning of a new chapter filled with shared dreams and responsibilities. Between planning honeymoons and merging households, estate planning…
Avoiding the Luck of the Draw: Why You Shouldn’t Leave Your Estate Plan to Chance
March is a time of fresh starts, and while a little luck can be fun, it’s not exactly a solid strategy—especially when…
Estate Planning Myths: Separating Fact from Fiction
Estate planning is an essential part of securing your financial future and ensuring your wishes are honored, yet many myths and misconceptions…
Why Reviewing and Updating Beneficiary Designations Is Essential for Your Estate Plan
When was the last time you reviewed your beneficiary designations? If it’s been a while—or if you can’t remember—it might be time…
Don’t Let Scammers Win: Safeguarding Seniors
Sadly, scams targeting older adults are far too common. Scammers often take advantage of seniors because they tend to be more trusting,…
Easing the Burden: Why Prepaid Funeral Plans Are a Smart Choice
When we think about planning for the future, we often focus on how to protect and provide for our loved ones. One…
Estate Planning for College-Bound Kids: Preparing Before They Head Off to College
As high school seniors look forward to graduation in the coming months, many families are already planning for this exciting milestone and…
First-Time Estate Planning? Here’s How to Prepare
Preparing for your first estate planning appointment can feel like a big step, but with a little organization, you’ll be ready to…
Supporting Your Loved One: Tips for a Smoother Caregiving Journey
Being a caregiver for a loved one is a rewarding but demanding role. It’s easy to become overwhelmed by the day-to-day responsibilities,…