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A close-up photograph capturing a high-quality, organized leather legacy binder and an adjacent wooden lockbox, resting on a clean mahogany desk. The scene is bathed in warm, soft, natural light, conveying a peaceful, structured atmosphere.

The “Death Box”: One Step That Can Make a Difficult Time Easier for Your Loved Ones

June 3rd, 2026
Posted By
Jana R. McCreary
Losing a loved one is challenging enough without added complications. One way you can take some of the pain out of administering your estate is by preparing a death box, also called a death binder, next-of-kin box, or legacy folder. It serves as a ce… Read More
Categories: Burial Plans, Estate Planning, Living Will, Powers of Attorney, Property, Trusts, Wills
Estate planning for single people as shown with a Portrait of a cheerful attractive businesswoman standing with arms folded in office

Mastering Your Future: An Essential Estate Planning Guide for Single Individuals

May 20th, 2026
Posted By
Jana R. McCreary
As a single person, you may find yourself wondering who will step in to make important decisions for you if you become unable to do so or who will receive your money and property after your death. Although parents, siblings, or other loved ones may b… Read More
Categories: Estate Planning, Health Care Surrogates, Hiring an Attorney, Living Will, Powers of Attorney, Probate
Yellow road sign that reads Reality Check Ahead on a desert canyonr oad

The Family Meeting: Not Just for Billionaires

May 13th, 2026
Posted By
Jana R. McCreary
For some people, the term family meeting may not bring to mind a pleasant gathering where everyone shares fond memories and warm feelings. When someone says, “We need to talk,” it often implies that something is wrong or that tough decisions need… Read More
Categories: Burial Plans, Business Succession, Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Property, Trusts, Wills
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Estate Planning as a Love Language: Protecting Those Who Depend on You

April 1st, 2026
Posted By
Jana R. McCreary
We all have different ways of giving and receiving love, and those preferences can reveal a great deal about us. You may be the type who expresses love with words, telling people you care about them or crafting carefully worded messages for someone w… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Living Will, Planning for Minor Children, Powers of Attorney
Cropped photo of hands of cute elder senior asian couple holding hands with love on sofa.Old people hug and holding hands. couple concept. loving concept. caring concept.

What to Do When Your Doctor Tells You to Get Your Affairs in Order

March 25th, 2026
Posted By
Jana R. McCreary
Five words no one ever wants to hear from their doctor are “Get your affairs in order.” Unfortunately, 76 percent of Americans do not have a will, and it often requires a chronic disease, terminal illness diagnosis, or other life-changing event t… Read More
Categories: Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
Estate Planning on a sticky note near calculator and reading glasses

The Hidden Gender Gap in Estate Planning—and How to Close It

March 11th, 2026
Posted By
Jana R. McCreary
You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less than men puts women on an unequal path to investment and retire… Read More
Categories: Estate Planning, Guardianship, Health Care Surrogates, Living Will, Powers of Attorney, Property, Trusts, Wills
Operating Room In Cardiac Surgery representing what to do when you need major surgery

Estate Planning Tips for Someone Facing Major Surgery

February 18th, 2026
Posted By
Jana R. McCreary
Receiving news that you need major surgery is never easy. Preparing for work absences, planning for childcare and household responsibilities, and understanding the procedure itself and your recovery timeline may be among the things you are worried ab… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will
Person using a calendar and note pad for planning

How to Get Organized to Meet with Your Estate Planning Attorney

February 4th, 2026
Posted By
Jana R. McCreary
You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting.… Read More
Categories: Estate Planning, Hiring an Attorney, Living Will, Planning for Minor Children, Powers of Attorney, Trusts
Photo of two fingers of a loving couple as unmarried partners

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

January 7th, 2026
Posted By
Jana R. McCreary
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
Categories: Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Probate, Property, Trusts, Wills
Silhouettes of soldiers in front of a sunset with the US Flag watermarked in the background representing estate planning for veterans

Mission Accomplished: Your Guide to Veterans’ Planning Essentials

November 12th, 2025
Posted By
Jana R. McCreary
Joining the military often sets individuals on a path that is distinctly different from pursuing higher education or entering the civilian workforce. Every year around Veterans Day, we honor the sacrifices of those who have served our country. Howeve… Read More
Categories: Estate Planning, Health Care Surrogates, Living Will, Powers of Attorney, Trusts, Wills
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