A lifetime of meaningful possessions is something to be proud of. The homes we have built, the collections we have...
A Lifetime of Belongings: The Estate Planning Conversation Most Families Skip
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Flying Solo: Why Estate Planning Still Matters and What to Do Next
Whether you are widowed, divorced, or have simply built a life on your own terms, estate planning as a single person...
The Family Meeting: Making Sure Your Plan Speaks for You
Having an estate plan is one thing. Making sure the people named in it — and affected by it — actually understand your...
Raising Stewards, Not Mere Beneficiaries: Preparing the Next Generation for Inheritance
Steward — a term for someone entrusted with the care of something that does not personally belong to them — is...
Important Things Your Agent Under a Medical Power of Attorney Needs to Know
For many people in their later years, estate planning feels complete once a will or trust is signed. But one of the...
Estate Planning Tips for Someone Facing Major Surgery
Receiving news that you need major surgery is never easy. Between coordinating with family members, arranging for...
Your Future Caregivers May Not Be Who You Think They Are
A growing national issue now touches nearly one in four American adults: the caregiving crisis. That means either...
The Hidden Risks of Writing Your Own Property Deed
One goal of estate planning is to help your assets, including your home, pass to your chosen beneficiaries quickly and...
Emotions the Estate Planning Process Can Bring Up—and How to Address Them
Estate planning brings up complex emotions—whether you're creating your first plan, updating an existing one, or...
How to Get Organized to Meet with Your Estate Planning Attorney
Preparing to meet with an estate planning attorney can feel overwhelming. Whether it's your first meeting or you're...
Beyond Assets: The Power of Ethical Wills
What do you hope to leave behind for your loved ones? Beyond the financial aspect, how do you hope your legacy will be...
If I Leave Someone My Home, What Do They Really Get?
Your home is likely one of the most valuable assets you own, if not the most valuable. Calling it an asset can sound...
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the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
