Estate Planning Checklist Before Major Surgery: What to Update Now
Understanding what to do with your estate planning before major surgery is crucial to ensure your affairs are in order and provide peace of mind.
Read article Incapacity Planning
Estate Planning Steps to Protect Your Partner and Assets
Explore the estate planning steps to safeguard your partner and ensure your assets are protected without marriage.
Read article
How to Get Organized to Meet with Your Estate Planning Attorney
Prepare effectively for your estate planning attorney meeting. Discover how to get organized for a productive discussion.
Read article
Business Owner Estate Planning: Who Runs Your Company If You Can’t?
Stay in control of your business with proper Business Owner Estate Planning, even during times of illness or incapacity.
Read article
Estate Planning Strategies to Prevent Guardianship and Conservatorship
Avoid the stress of guardianship and conservatorship by ensuring your estate plan is comprehensive and current.
Read article
Estate Planning for New Parents: 5 Must-Know Essentials
Welcoming a new baby? Understand the importance of estate planning for new parents to safeguard your child's future.
Read article
Revocable Trusts and Lawsuits: The Truth About Asset Protection
Uncover the truth about revocable trusts and lawsuits: they do not protect assets from all creditors.
Read article
9 Questions to Stress Test Your Estate Plan and Protect Your Legacy
Ensure your estate plan provides clarity and protection. Stress test your estate plan to keep it aligned with your goals.
Read article
12 Estate Planning Mistakes That Could Cost Your Family Time, Money, and Peace
Discover 4 estate planning myths that may put your legacy at risk. Ensure your loved ones are truly protected with the right information.
Read article
Estate Planning Lessons from the Golf Course
Just like golf, estate planning requires the right tools and regular adjustments. Discover key estate planning lessons from the golf course.
Read article