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Estate Planning

Helpful Resources Related to Estate Planning:

When You Should Update Your Estate Plan

Beneficiary Designations & Wills

4 Big Celebrity Estate Planning Mistakes

Your Life is Constantly Changing. Your Estate Plan Should Change With It.

Estate Planning in the Age of 23andMe

The SECURE Act's Impact on Your Retirement Assets

What to do if a Bank Refuses to Accept a Power Of Attorney

Gifts and Income Taxes

Documents You'll Want Before Your Child Leaves for College

Facts in 5: Trusts

Facts in 5: Fiduciaries

Facts in 5: Structuring Your Assets

What Are Advance Directives and Why Are They Important?

What if a Beneficiary Dies Before an Estate is Settled?

Don't Forget Your Pets in Your Estate Plan - VIDEO!

Do You Really Need a Will?

Unsure if You Need a Trust? A Few Things to Consider

30 Somethings Need Estate Plans Too

What Are Digital Assets, and What is a Digital Estate Plan?

Fill Up Your Toolbox, But Be Sure to Leave Some Crumbs Behind

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