Including Pets in Your Estate Plan: Protecting the Companions Who Depend on You
Including Pets in Your Estate Plan: Protecting the Companions Who Depend on You
For many people, pets are family. They’re constant companions, sources of comfort, and deeply woven into daily life. Yet when estate planning is discussed, pets are often unintentionally left out of the conversation.
Without planning, families are left asking difficult questions during emotional moments: Who will care for them? Can we afford it? What would the owner have wanted?
Understanding the Different Types of Trusts—and How to Know Which One Is Right for You
Understanding the Different Types of Trusts—and How to Know Which One Is Right for You
Many people come to us believing that a trust is either unnecessary or something reserved for the very wealthy. Others assume that “a trust is a trust” and that choosing one is simply a matter of checking a box.
In reality, trusts are one of the most powerful—and most misunderstood—tools in estate planning. The key is understanding why trusts exist and how different types serve different purposes.
Securing Your Legacy: Why Estate Planning Is About More Than Money
Securing Your Legacy: Why Estate Planning Is About More Than Money
Estate planning is often misunderstood as a financial task. In reality, it’s one of the most personal and meaningful forms of planning you can do.
Your legacy isn’t just what you leave behind—it’s how your loved ones experience the transition.
Who Will Step In for You? Understanding Fiduciary Roles Before You Need Them
Who Will Step In for You? Understanding Fiduciary Roles Before You Need Them
One of the most important estate planning questions is also one of the most uncomfortable:
Who will take over if I can’t manage my own affairs?
Too often, families don’t understand the different fiduciary roles until someone is already incapacitated—or has passed away.
