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Grieving the loss of a family member is one of life’s most challenging experiences. The emotional weight of loss is compounded by stress and confusion, particularly when your loved one did not plan ahead. Without clear guidance from the deceased, families are left to navigate funeral arrangements, property sales, and asset distribution during an already […]
A Christmas Carol for Your Estate: Protecting Your Legacy with a Little Holiday Spirit
The holidays are such a great time to hit pause and reflect. As we gather around the table for those familiar, comforting meals, dig out ornaments with years of memories, and watch the sheer joy in a child’s eyes, I always think about Charles Dickens. He really nailed it with A Christmas Carol, showing us […]
How To Talk To Your Parents About Estate Planning (Without Ruining Dinner)
Estate planning conversations can be awkward. Whether you’re discussing your own plans with loved ones or bringing up the subject with aging parents, these discussions require careful thought and sensitivity. Here are some tips on how to approach these important conversations in a way that strengthens family bonds rather than straining them. Before I dive […]
Why Every Young Family Needs an Estate Plan
Just had lunch with a friend, who’s knee-deep in raising young kids. We were chatting about the upcoming school year, their crazy schedules, and college plans. I naturally asked about his estate plan, and he said, “Don’t have one—it’s bad luck.” Seriously??? Of course, I completely disagree. But rather than argue about the benefits of […]
Estate Planning for Single Women – What Does One Need?
Estate planning isn’t just for married couples, retirees, or people with large estates. If you’re a single woman, whether you’re building your career, raising children on your own, recently divorced, or enjoying retirement, it’s especially important to have a clear plan in place. Without a spouse as a default decision-maker, it is up to you […]
4 Excuses That Keep People From Protecting Their Legacy
As the relaxed days of August unfold, we recognize it as National Make a Will Month—a perfect time to address an important task before the busy back-to-school season and holiday rush begin. Shockingly, about two-thirds of Americans lack any form of estate plan, whether it’s a will, trust, or powers of attorney. August just happens […]
What Is a Testamentary Trust and How Does It Work?
When it comes to estate planning, you’ve probably heard of wills and living trusts—but what about testamentary trusts? If you’re looking for a way to provide for your loved ones while maintaining some control over how your assets are distributed, a testamentary trust might be a great option. So, what exactly is a testamentary trust, […]
Estate Planning For College Freshmen: 3 Documents Every Young Adult Should Have
When my son turned 18 and left for college a few hours away, it felt like the start of a new chapter — one filled with excitement, independence, and the quiet ache that comes with watching your child grow up. He didn’t come home on weekends, rarely called, and though he had a cell phone, […]
Do I Really Need An Estate Plan?
Some people hear the term “estate plan” and assume it is reserved for the ultra wealthy. I assure you, that is not the case! Anyone over the age of 18 should consider making an estate plan. Your “estate” simply refers to your possessions – the money in your bank account, your car, your personal possessions […]
Should I Transfer My House To My Child While I Am Still Alive?
When creating an estate plan, many clients ask whether transferring their property to their children while they’re still alive is a smart decision. The answer is “it depends.” Making this transfer can have lasting impacts—both positive and negative—on family dynamics, finances, and estate planning. So, without further ado, let’s dive into the pros and cons […]
