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A Mother’s Day Legal Planning Guide

Three generations of women celebrate Mother's Day and discuss estate planning.

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

Mother with two adult daughters for Mother's Day.

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.

What are Top ‘To-Dos’ in Estate Planning?

estate planning to-dos

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.

Resolve to Do Your Estate Planning in 2025

Grandparents complete Estate Planning

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…

Money Tips for the New Year

Create or renew estate plans in the new year.

If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.

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