Estate Planning 101: The Documents You Need & Why
September 25, 2024
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but
Tag: Wills
Will vs. Trust: What’s the Difference? Which One is Right for You?
September 18, 2024
Estate planning is one of the most important steps you can take to secure your legacy and ensure your loved ones are provided for after
Autumn is a Perfect Time to Review Your Estate Plan
September 5, 2024
As autumn arrives, the changing colors of the leaves offer a natural opportunity for reflection. The season’s transitions serve as a reminder of life’s inevitable
Why Everyone Over Age 18 Needs an Estate Plan
August 30, 2024
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not
How to Find Out If Someone Left You Money When They Died
August 30, 2024
There could be some money out there with your name on it. The funds could be unclaimed money from a deceased relative or someone may
How to Find Out If Someone Left You Money in Their Will and Other Places to Find Unclaimed Money 2024
August 30, 2024
Losing a loved one is a difficult and emotional experience. In the midst of grieving, you may also wonder if your relative or friend left
Understanding Life Inflection Points and Their Impact on Estate Planning
August 22, 2024
Life is full of moments that can change the course of your journey, steering you in new directions and presenting challenges, opportunities, and responsibilities you
Navigating Life’s Inflection Points: Why Estate Planning is Essential at Every Stage
August 22, 2024
Life is a journey marked by significant milestones—moments that define our paths, alter our futures, and sometimes require us to pause and reassess our priorities.
Will Creation Checklist for 2024
August 22, 2024
Creating a will is one of the most important steps you can take to ensure that your wishes are honored and your loved ones are
Yes, You Should Have a Will and an Estate Plan Even if You’re Young
August 22, 2024
When you’re young, estate planning might be the last thing on your mind. You’re likely more focused on building your career, traveling the world, or
