December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From navigating caregiving roles to starting the new year with intention, we’re here to help you give the gift of peace…

If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be as protected as can be, and one step that often goes overlooked is estate planning for college students. Estate planning…

More and more parents are opting to have just one child, which raises important considerations when it comes to estate planning. If you’re the parent of an only child, your estate plan may look a bit different than those of families with multiple children. Therefore, we’d like to bring you some key insights on estate…

November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take on estate planning challenges and secure your legacy, one strategic move at a time. What You Need to Know About…

When it comes to estate planning, you might hear the terms “guardian” and “trustee” tossed around. These roles are vital if you’re thinking about who will care for your child or manage their inheritance if you’re not around. Understanding these responsibilities can help you make the right decisions for your child’s future. A guardian steps…

When you create a revocable living trust, you’ll need a trustee to be in charge of managing the property and accounts in the trust. Initially, this will typically be you. However, you’ll need to name a successor trustee to step in and do this when you no longer can. Choosing your successor trustee is an…

October’s newsletter delves into estate planning lessons from Hollywood, with insights on creating a lasting legacy drawn from Rain Man and The Descendants. These iconic films offer valuable takeaways for families facing estate planning challenges, from caring for loved ones with special needs to managing complex family trusts. Without a doubt, these stories highlight the…

We’ve covered many topics on how estate planning secures wealth distribution according to your preferences. However, what about items with less financial value but significant sentimental value? Often, there is no clear path for who will receive these sentimental items and heirlooms, which can spark disputes during the already emotionally charged time of grieving. Let’s…