Money Tips for the New Year
If you want to look back on 2026 with great satisfaction, here are some financial moves you might make now or soon.
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
How Can I Begin ‘The Conversation’ with My Aging Parents?
You may need to step in and help one day. You don’t want to wait until after an accident or a medical crisis.
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.
How Lower Interest Rates Can Impact Your Estate
Falling interest rates can influence everything from taxes to wealth transfers. Understanding these impacts helps families adjust estate strategies for long-term stability.
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.
Red Flags for Retirees from OBBB
The One Big Beautiful Bill (OBBB), signed into law in July, made headlines with promises of tax relief and economic growth. However, for retirees, the reality is more complicated and, in many cases, more costly.
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.
Estate Planning for the Parkinson’s Community: A Step-by-Step Guide
Living with Parkinson’s disease (PD) brings unique challenges – not only in managing health, but also in planning for the future. Effective estate planning is not just about preserving wealth and reducing taxes; it’s about peace of mind, protecting your loved ones, and ensuring your wishes are carried out. For those impacted by Parkinson’s disease, […]
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.
