Crafting a Legacy of Love this Father’s Day

Congratulations, Dad! You’ve journeyed through the many stages of fatherhood, from guiding your children through their formative years to witnessing them become parents themselves. Amid all the challenges of recent times, your family has not only endured but thrived. As you reflect on these accomplishments, there’s a new horizon to consider: creating a lasting legacy of care and love for your family.
A Mother’s Day Legal Planning Guide

Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us find ourselves navigating unfamiliar territory: future care, legal paperwork, long-term care expenses and awkward but necessary conversations about estate planning. But planning for the future doesn’t have to be grim […]
Mothers Need More Than Flowers

Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children. Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.
Make Life Easier for Heirs: Get Your Estate Organized

It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age

A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
Resolve to Do Your Estate Planning in 2025

Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Is Your Student Off to College? Make Sure These Legal Documents are Available

Ensure your college-bound child’s safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
Estate Planning for Blended Families

Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Celebrity Estate Planning Mistakes to Avoid

If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.