Check out our blog posts for Estate Planning tips, resources, and recent developments
Talking to Your Parents: Two Conversations About Money and Death You Need to Have
In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future.
Transition to Adulthood: What Happens Legally When My Child Turns 18?
This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood.
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead.
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse.
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2
Cookie-cutter plans just don’t cut it for LGBTQIA+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning.
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1
While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess.
