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When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility — distribute assets...

With the arrival of Valentine's Day, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great...

When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...

​​Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....

If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024....

The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....

As Veterans Day approaches, it’s a time for all of us to honor the values of service, sacrifice, and dedication. While Veterans Day is...

Shelley Duvall, best known for her role as Wendy Torrance in The Shining , passed away recently at the age of 75. While her acting legacy...

It's National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided...

In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a...

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when...

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...

The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...

Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...