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 · May 31, 2024

This Pride Month, ensure the security of your LGBTQIA+ family with our essential estate planning guide for non-biological parents. Learn to establish legal parentage and create vital documents like medical consent forms. Protect your parental rights with help from LGBTQIA+-friendly legal advisors and safeguard your family's future. Start your estate planning today to preserve your legacy and protect your loved ones.