December Newsletter: Celebrate the Holidays with an Estate Plan

December Newsletter: Celebrate the Holidays with an Estate Plan

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…

Estate Planning for College Students: What Parents Need to Know Before They Go

Estate Planning for College Students: What Parents Need to Know Before They Go

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…

November Newsletter: Fall Estate Planning Update

November Newsletter: Fall Estate Planning Update

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…

Should Your Child’s Guardian Also Be Their Trustee?

Should Your Child’s Guardian Also Be Their Trustee?

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…

Key Questions to Ask When Picking Your Successor Trustee

Key Questions to Ask When Picking Your Successor Trustee

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 Newsletter: Lessons from the Movies on Creating a Lasting Legacy

October Newsletter: Lessons from the Movies on Creating a Lasting Legacy

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…

Handling Sentimental Belongings in Estate Planning

Handling Sentimental Belongings in Estate Planning

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…