Life in your twenties and thirties often feels like it's just the beginning. Between new jobs, new relationships and growing independence, estate planning can seem like a concern for the distant future. But unexpected events don't follow a timeline, and making a few...
Providing Peace Of Mind
For You And Your Family
Estate Planning
3 estate planning essentials for young parents
As a young parent, thinking about estate planning might not be at the top of your to-do list. Still, taking steps now can secure your family's future and provide peace of mind. Here are three essential elements of estate planning that every young parent should...
Is a DIY will valid in court?
Writing your own will can feel empowering. It’s a way to take control of your future, make important decisions on your own terms and ensure your loved ones are cared for after you’re gone. But when it comes to legal matters, not everything that seems simple on paper...
Health and age can impact a guardianship designation
One part of estate planning for new parents is choosing a guardian for their child. If you and your spouse have recently had a child, you want to make sure that they are taken care of and supported. If you pass away in a car accident, for example, a guardianship...
How to prepare adult children for unequal inheritance
Inheritance can be a delicate topic for families, especially when parents intend to divide assets unequally among their adult children. Whether the decision stems from varying financial needs, past support, caregiving roles or estrangement, unequal inheritance can...
Picking the right executor is key to peace of mind
When doing your estate planning, a critical question is which person to name as executor of your estate. You want to put in place the right person for the job so that your estate doesn’t get mismanaged and lose value for your heirs. Who is the right choice? Let’s...
Starting – not finishing – an estate plan with AI
Artificial intelligence has made it easier than ever for individuals to begin estate planning. With just a few prompts, AI tools can generate templates, offer suggestions and help users get a general sense of what an estate plan might include. For those just...
How people can avoid financial hardship after a medical emergency
The future is unpredictable. People never know when they might get hurt in a car crash or random criminal activity. They could have a major medical event, like a heart attack or a stroke. There are countless different scenarios that can leave people seriously ill or...
What is a living will?
A living will isn't something most people end up thinking about day to day, but it can actually end up becoming one of the most important documents you will ever create. It speaks for you even when you can’t speak for yourself. Planning for medical decisions isn't...
Top 3 reasons people don’t make estate plans
People don’t make estate plans nearly as often as they should. For example, only about a third of Americans have an estate plan right now. Eventually, 100% of Americans will pass away, meaning there is a clear need for an estate plan to make medical decisions or...

