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.
What Should You Do If Your Estate Plan is Out of Date?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 However, now it’s outdated.
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.
Is Jimmy Carter Spending a Long Time in Hospice?

Spending months at a time in hospice is not at all uncommon, an expert tells PEOPLE, months after President Carter’s family confirmed that he had stopped receiving medical intervention.
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.
What are Biggest Financial Blunders Folks make after 50?

Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.