Major Life Events Necessitate Estate Plan Changes
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
Estate Planning is Vital for Solo Agers
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
National Estate Planning Awareness Week: October 20 – 26, 2025
National Estate Planning Awareness Week is a timely reminder that estate planning goes beyond managing wealth. With a good estate plan, you can protect your loved ones and preserve your own quality of life.
Why Is it Important to Have an Estate Plan?
Whatever stage of adult life you’re at—no matter your net worth—you need a will.
Multi-Million Dollar Senior Scammer Arrested and Charged
Federal investigators allege that West ran a sophisticated operation that exploited the vulnerabilities of elderly individuals through a series of deceptive phone calls, fake investment offers and high-pressure tactics.
How to Choose an Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
Back to School Planning to Protect Your Kids
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Don’t Leave for Summer Vacation without Proper Planning
Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
Estate Planning Lessons From Warren Buffett
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
Estate Planning Lessons from Celebrities
While it can be easy to assume that celebrities would have airtight estate plans, time and time again Hollywood stars have made costly decisions that could have been easily avoided.
