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.
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.
What Should You Do If Your Estate Plan is Out of Date?

A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
How Can You Prepare to Care for Elderly Parents?

Prepare for the challenges of caregiving by creating a solid plan, seeking legal guidance and prioritizing your own self-care along the way.
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.
Do You Understand Veterans’ Benefits?

It’s important to understand the VA benefits available to you before you separate or retire from military service.
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 […]
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.
Choose Wisely When Naming an Agent with a Power of Attorney

Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.
Strategies to Avoid Medicare Enrollment Errors

Medicare enrollment can be complex, with potential pitfalls like late penalties and coverage gaps.