Estate Planning · January 06, 2025

Confused about whether to choose a will, a trust, or take no action at all? In Part 2 of our estate planning Q&A series, we break down the pros and cons of common estate planning options and explore the real-life impact of these decisions on your family. Learn how to avoid probate, protect your assets, and create a plan that minimizes stress for your loved ones. Click to uncover practical strategies for securing your family’s future with ease.

Estate Planning · December 20, 2024

Confused about how to handle your assets in estate planning? From joint ownership to transfer-on-death designations, understanding how your accounts are titled and who has access is key to protecting your assets and ensuring a smooth transfer to your loved ones. In Part 1 of this series, we dive into common questions about account ownership, trusts, and keeping your asset inventory updated to avoid probate, reduce risks, and safeguard your family’s future. Read on to learn more.

Estate Planning · December 13, 2024

With political changes on the horizon, families with unique planning needs—like LGBTQIA+ households and those with children who have special needs—face new uncertainties. Federal protections for healthcare, education, and parental rights may shift, but proactive estate planning can safeguard your loved ones. Learn how to create a comprehensive Life & Legacy Plan that secures healthcare access, educational rights, and family protections regardless of policy changes. Click to explore strategies fo

Estate Planning · June 12, 2023

From understanding the role of legal expertise to the vital task of defining guardianship, every detail matters. Navigating estate planning can be complex, but when it comes to LGBTQ+ families, it's all the more crucial to have a tailored plan in place. Get ready to challenge the status quo, equip yourself with knowledge and secure your family's future. Every family is unique, let's ensure our estate plans reflect that.

Estate Planning · June 05, 2023

Estate planning is a crucial yet often overlooked aspect of LGBTQ+ rights. With prevailing laws primarily designed for hetero, cisgender individuals, the LGBTQ+ community can face numerous pitfalls. The current system often leaves their loved ones vulnerable to unintentional disinheritance or trapped in legal battles that are as lengthy as they are costly. However, this problem isn't insurmountable. The solution lies in understanding and acting upon the importance of CUSTOMIZED estate planning.