How Can My Estate Plan Help My Child with Special Needs?
A Special Needs Trust or Supplemental Needs Trust (SNT) can be a powerful way to incorporate in your estate plan to make…
Preserving the Past: How to Protect Sentimental Items in Your Estate Plan
When creating an estate plan, we often focus on protecting wealth or securing a legacy. One thing that is easy to overlook…
When Your Kids Are Not Ready for an Inheritance: Smart Estate Planning Strategies
Planning for the future is about more than deciding who gets your assets—it is about ensuring your legacy is managed responsibly and…
Estate Planning: A Gift That Lasts Beyond the Holidays
The holidays are a time to come together with loved ones, share traditions, and create memories that last a lifetime. But let’s…
Protecting Your Legacy: Avoiding Laughing Heirs with Smart Estate Planning
A “laughing heir” is the term for distant relatives who could inherit from your estate if you pass away without a will…
Passing the Torch: How to Create a Strong Succession Plan for Your Family Business
Family businesses are unique – they are often built on years of hard work, shared values, and a commitment to each other’s…
National Alzheimer’s Awareness Month: Estate Planning Steps to Consider
November is National Alzheimer’s Awareness Month, a time to raise awareness about the impact of Alzheimer’s on individuals and families. It also…
Building a Legacy: Trust Options to Protect and Provide for Your Children
When it comes to planning for your children’s future, setting up trusts can be a smart way to protect them and make…
Pay-on-Death Accounts: Convenience with Consequences
A Pay-on-Death (POD) account is a type of financial account that allows you to designate a beneficiary who will automatically inherit the…
Elder Financial Abuse: How to Spot the Signs and Protect Your Estate
Elder financial abuse is a serious issue that impacts many older adults, often at the hands of people they know and trust….
