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senior couple with age gap drinking coffee

Estate Planning Considerations for Couples with an Age Gap

March 28th, 2022
Posted By
Jana R. McCreary
With couples of similar ages, planning for the future is naturally a joint effort. However, if you have a large age gap and are married to someone who is significantly older or younger than you, the future can look different and mean different things… Read More
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Estate Planning Word Cloud Concept legal terms in estate planning

It’s All in the Family: Understanding Common Legal Terms in Estate Planning That Describe Loved Ones

November 29th, 2021
Posted By
Jana R. McCreary
While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, w… Read More
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