If you’re looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death,
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Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe
3 Reasons Why Single Folks 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 jobs, crushing student debt, multiple recessions, and
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big honor—this
How To Pass On Family Heirlooms & 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 vehicles. Yet these possessions very often
Don’t Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other life goals. This
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it
10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave