5 minUnlocking Family Legacy: Mastering Estate Planning Discussions at Your Next ReunionJuly is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...
5 minAvoid These 3 Estate Planning Mistakes That Could Ruin Your Estate PlanIncluding a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...
5 minUnveiling the Corporate Transparency Act: What it Means for Your TrustGet ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
4 minLGBTQ+ Relationships: The Need for Customized Estate Planning -- Part 2In Part 1, we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major...