Stress Test Your Estate Plan
You do not need to spend countless hours worrying about your estate plan. Just ask yourself nine simple questions to stress test your plan and determine whether it is time for an update.
Mission Accomplished: Your Guide to Veterans’ Planning Essentials
Military service brings unique benefits, responsibilities, and considerations that require thoughtful coordination to ensure that you and your loved ones are fully protected.
Inspiring Action: The Guide to Creating or Updating Your Estate Plan
Creating or revising an estate plan can feel overwhelming, causing many people to procrastinate. But the longer you put it off, the more potential there is to be caught unprepared […]
Testamentary Trusts: The Best of Both Worlds
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others […]
Sorry, California: INGs Are No Longer an Option—How Will This Impact You?
California Governor Gavin Newson recently signed legislation that treats incomplete gift nongrantor trusts (INGs) as grantor trusts for state income tax purposes. Retroactive to January 1, 2023, Californians who created […]
Your Legacy: How Do You Want to Be Remembered?
As Thomas Campbell, physicist and the author of My Big TOE, once said, “To live in the hearts we leave behind is not to die.” When we lose a loved […]
Time to Brush Up on Your Estate Planning Etiquette
Infusing the Principles of Etiquette into Your Estate Plan May is National Etiquette Month, and the goal is to encourage all people to act with consideration, respect, and honesty in […]
Slicing Your Estate Planning Pi(e)
What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by […]
Why the Knives May Come Out at Death
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder […]
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps […]