Estate Planning Steps to Contemplate in 2025
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
Discussing Estate Planning in the Holiday Season
Estate planning can be a tricky topic to bring up with loved ones, especially when distance is part of the equation.
How to Avoid a Will Contest in Six Steps
Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
Understanding Estate Planning for Military Families: Survivor Benefits, VA Pension Eligibility and More
Estate planning for military families involves unique benefits like survivor pensions, VA support and tools to protect loved ones and maintain financial stability after a servicemember’s passing.
Why are Inheritance Conversations Necessary?
Death and money aren’t fun subjects to bring up over dinner. However, families who make time for that awkward chat now can spare deep regrets and potentially millions in lost dollars.
How Dia de los Muertos Can Improve Your Estate Planning
What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]
What’s the Difference Between an Heir and a Beneficiary?
Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
National Estate Planning Awareness Week
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
What Is Elder Law?
Elder Law is made up of three major categories, which can be broken down further into deeper topics.
5 Tips to Help You Avoid Estate Planning Scams
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
