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    • Medicaid
    • Trust Administration
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Home » BLOG
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

Power of Attorney documents make sure someone you trust will handle your financial, legal, and healthcare decisions.

Why Power of Attorney Documents Are Essential in 2025

In just the first few weeks of this year, we’ve already seen a number of accidents and crimes that drive home the uncomfortable truth that … [Read more...] about Why Power of Attorney Documents Are Essential in 2025

Date: January 20, 2025 Category: Estate Planning, General, GPOA, Power of Attorney

5 Ways to Make Estate Planning Easier for Your Family

5 Ways to Make Estate Planning Easy on Family

Estate planning can feel overwhelming, but it doesn’t have to be. With thoughtful preparation and clear steps, you can simplify the process … [Read more...] about 5 Ways to Make Estate Planning Easy on Family

Date: January 16, 2025 Category: Estate Planning, General

How to protect your digital assets in your estate plan.

How to Protect Digital Assets in 2025

Digital assets—like cryptocurrency, online banking accounts, and social media profiles—are a growing part of our daily lives. Yet, these … [Read more...] about How to Protect Digital Assets in 2025

Date: January 14, 2025 Category: Estate Planning, General, Trust Administration, Trusts, Wills

Important Steps in Navigating Divorce and Estate Planning

Eight Important Steps in Navigating Divorce and Estate Planning

Divorce brings emotional, financial, legal and practical challenges. One area that requires immediate attention during this time is your … [Read more...] about Eight Important Steps in Navigating Divorce and Estate Planning

Date: January 9, 2025 Category: Estate Planning, General, Trusts, Wills

Conquer your estate planning in 2025.

Why This is the Perfect Year to Create or Update Your Estate Plan

A new year symbolizes fresh starts and thinking ahead. If estate planning has been languishing on your to-do list and you keep putting it … [Read more...] about Why This is the Perfect Year to Create or Update Your Estate Plan

Date: January 7, 2025 Category: Estate Planning, General

Warren Buffett's Estate Planning Advice is down to earth and applicable to families of all levels of wealth.

Warren Buffett’s Down-to-Earth Estate Planning Advice

A recent article from Forbes shares valuable insight into estate planning with thoughts from Warren Buffett. Renowned for his investment … [Read more...] about Warren Buffett’s Down-to-Earth Estate Planning Advice

Date: January 6, 2025 Category: Estate Planning, General

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