Articles

Retirement Travel. Senior couple dancing on the beach happy and relaxed. Time to update estate plan.

Why Retirement Is the Right Time to Revisit Your Estate Plan

Retirement can mean many different things to different people. For some, it opens up a new world of travel, experiences, and creative pursuits. For others, it may herald quiet days at home with a good book, a steaming mug of tea or coffee, and no oth… Read More
foster children hugging guardian and holding teddy bears

Foster Children in an Estate Plan

A foster child may come into your life through the court system, an agency, or your own extended family. However it begins, the relationship can grow into something deeply personal, with the unshakable feeling that this child is yours. However, the l… Read More
Photo of two fingers of a loving couple as unmarried partners

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Couples

More couples than ever are building deep, lasting relationships without ever walking down the aisle and staying as an unmarried couple. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitme… Read More
when to update an estate plan

Estate Plans Age Too: How to Keep Yours Fresh and Effective

Your estate plan is one of the most important sets of legal tools you will ever create. An estate plan is designed to protect you, your loved ones, and your money and property. It can minimize taxes and fees and ensure that your loved ones are taken… Read More
Hands covering wooden family figurines

Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children

You love your children and want to ensure that they are always taken care of. The desire to provide for them may also be shared by their grandparents, aunts, and uncles. However, when leaving money and property to minor children, even the best intent… Read More
siblings lying on a blanket outdoors laughing

Do It Now: Name a Guardian for Your Minor Children

It is a topic no parent wants to think about: What would happen to your children if you were gone? However, facing this question is one of the most loving and powerful things you can do for your kids. If you take no steps to legally nominate a guardi… Read More
Red Wooden Blocks with letters that spell LEGACY in yellow, in front of an open laptop with a sticky note on it

Treating Children Fairly Does Not Necessarily Mean Equally

Parents generally try to treat all their children fairly. We often assume that fairness means leaving an equal inheritance to each child. However, “fair” does not always mean “equal.” A thoughtful estate plan considers each child’s unique c… Read More
Estate Planning Word Cloud

Wondering Whether You Need to Update Your Estate Plan?

You Do. Here Is Why. Since creating your estate plan, have you thought about updating it? If you are like most people, probably not. However, the carefully thought-out plan you created years ago may not meet your current goals or family circumstances… Read More
new born baby gripping parent's thumbs tightly

Five Things Every New Parent Needs to Know About Wills

Congratulations on your family! Becoming a parent is an incredible journey filled with joy, love, and a whole lot of sleepless nights. It is also a time when you start thinking about the future in an entirely new way. You want to ensure that your chi… Read More
Joint Tenancy Agreement being signed

Parental Warning: If You Own Your Property This Way, You May Accidentally Disinherit Your Own Children

Do you own your home, other property, or a financial account with someone else, such as a spouse or an adult child? If so, you might be surprised to learn that a common way of owning property could cause problems for your loved ones in the future. Jo… Read More