When crafting an estate plan, it's easy to focus on significant assets like homes and investments. Still, personal property—everything from jewelry to furniture—can be just as important, often carrying significant emotional value. Properly planning the distribution of these items can prevent family disputes and ensure that your wishes are respected.
Don’t leave your loved ones scrambling in a crisis—learn why a “When I Die” file is a must-have for your estate plan. Discover what to include, how to organize it, and how this simple step can save your family time, money, and heartache after your death or incapacity.
Tony Hsieh's cautionary tale shows why proper estate planning with regular reviews is critical, regardless of your wealth or age.
Most pet parents consider their furry companions family—but legally, your pet is treated as property. That means you can’t leave money directly to your pet in a will, and the person you do name has no legal duty to use it for your pet’s care.
Vacations are about relaxing, unplugging from work, and spending quality time with your spouse, partner, kids, or friends. But before you pack your bags and head off on your next adventure, there’s one crucial thing you might want to check off your to-do list—your estate plan. We know it’s not the most exciting pre-vacation task, but taking care of it now can give you peace of mind to truly enjoy your time away. Here’s why it’s worth considering your estate plans before traveling.
As your child turns 18 and graduates high school, they become a legal adult—bringing new responsibilities and risks. Without the proper legal documents in place, you may be powerless in a medical or financial emergency. Learn the three essential estate planning documents every young adult needs: a medical power of attorney, a living will, and a durable financial power of attorney. These tools protect your child and empower you to help when it matters most.
An easy or cheap estate plan can leave your business vulnerable when you're a business owner. Learn why your business documents and estate plan must work together, and what can happen if they don’t.
This Memorial Day, consider a gift that truly lasts forever. Estate planning isn't just about legal documents—it's one of the most profound expressions of love, allowing you to extend your care, wisdom, and protection long after you're gone.
The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.
