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Home » General » Page 4
Photo of a family enjoying time together to illustrate the title Honoring Black History Month: The Role of Estate Planning in Closing the Wealth Gap

Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap

As we celebrate Black History Month, this is an opportunity to focus on strategies that can shape a more equitable future. One such strategy … [Read more...] about Honoring Black History Month: The Role of Estate Planning in Closing the Racial Wealth Gap

Date: February 17, 2025 Category: Estate Planning, General

Valentine Couple

5 Creative Ways to Share Your Love in Your Estate Plan

Estate planning isn’t just about legal documents and asset distribution—it’s also a powerful way to share your love and care for the people … [Read more...] about 5 Creative Ways to Share Your Love in Your Estate Plan

Date: February 12, 2025 Category: General

A Legacy of Love: Estate Planning for Grandparents

A Legacy of Love: Estate Planning for Grandparents

For many, becoming a grandparent is one of life’s greatest joys. Beyond the cherished moments spent together, grandparents often wish to … [Read more...] about A Legacy of Love: Estate Planning for Grandparents

Date: February 11, 2025 Category: Estate Planning, General, Provisions for Children, Trusts

Image of a woman sitting on the floor writing a letter. This illustrates the point that every parent should include a letter of intent in their estate plan if they have minor children.

What Is a Letter of Intent? Why Every Parent Needs One

When parents think about securing their children’s future, they often focus on wills or trusts. While these legal tools are vital, a Letter … [Read more...] about What Is a Letter of Intent? Why Every Parent Needs One

Date: February 6, 2025 Category: General

Powers of Attorney and HIPAA Releases for Adult Children

How Powers of Attorney and HIPAA Releases Protect Your Adult Children

It’s 4:00 in the morning and you’re startled awake by the phone ringing. You answer groggily, “Hello.” The voice on the other end is every … [Read more...] about How Powers of Attorney and HIPAA Releases Protect Your Adult Children

Date: February 3, 2025 Category: General

navigating guardianship decisions for minor children

Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now

As a parent, one of your key jobs is to make sure your children are cared for in every situation. While we hope you’re never in a position … [Read more...] about Navigating Guardianship Decisions for Minor Children: Why Parents Should Plan Now

Date: January 30, 2025 Category: Estate Planning, General, Provisions for Children

keep your estate plan up to date as life changes

How to Keep Your Estate Plan Up to Date when Life Changes

Life is full of changes, and your estate plan should reflect them. Whether it’s a marriage, a new child, or retirement, significant life … [Read more...] about How to Keep Your Estate Plan Up to Date when Life Changes

Date: January 27, 2025 Category: Estate Planning, General, Trusts

Common Estate Planning Mistakes

8 Common Estate Planning Mistakes and How to Avoid Them in 2025

Estate planning is essential for protecting your assets and ensuring your wishes are honored. Unfortunately, even well-intentioned plans can … [Read more...] about 8 Common Estate Planning Mistakes and How to Avoid Them in 2025

Date: January 24, 2025 Category: Estate Planning, General

3 resolutions for estate planning in 2025

3 Estate Planning Resolutions in 2025

As we start a new year, it's a great time to think about how your estate plan fits with your life and goals. A thoughtful estate plan is … [Read more...] about 3 Estate Planning Resolutions in 2025

Date: January 22, 2025 Category: Estate Planning, General

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