January 7, 2026 •
Estate Planning 
Being named executor is an honor. However, it is also a responsibility that requires preparation, organization and clear communication.
Read MoreJanuary 6, 2026 •
Estate Planning 
Many people neglect to account for cryptocurrency in their estate plans, or they don’t let their heirs know how to access their crypto holdings.
Read MoreJanuary 5, 2026 •
Estate Planning 
It's not fun to talk about death. However, what's even less fun is when someone dies and the people left behind have to figure it all out—while grieving.
Read MoreNovember 19, 2025 •
Estate Planning 
The One Big Beautiful Bill Act introduced many sweeping changes. Here are five that should be of special interest to retirees.
Read MoreNovember 18, 2025 •
Estate Planning 
Make sure your loved ones will be secure after you're gone by setting up a Spousal Lifetime Access Trust.
Read MoreNovember 17, 2025 •
Estate Planning 
People often think they can figure out their estate plan later – when they are older, richer, sicker, free from debt and the list goes on.
Read MoreNovember 14, 2025 •
Estate Planning 
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance.
Read MoreNovember 13, 2025 •
Estate Planning 
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise through a will or estate plan.
Read MoreNovember 13, 2025 •
Estate Planning 
When documents and account forms do not agree, the institution pays the beneficiary on file, not the person named in your will.
Read MoreNovember 12, 2025 •
Estate Planning 
Because so many aspects of modern life are managed online, laws have been enacted to protect how digital accounts are accessed during life and after death.
Read More
