Estate Planning and Your Adult Children: When and How to Start the Conversation
Estate planning is one of the most meaningful ways to care for your loved ones, but many parents struggle with the question: When should I start talking to my adult children about my estate plan? The answer is simple: as soon as it’s appropriate to involve them. Early, thoughtful conversations can prevent confusion, reduce conflict, and ensure your wishes are clearly understood and honored.
Does Having a Will Help You Avoid Probate? Here’s What You Need to Know
By understanding how probate works and how different account designations work, you can understand whether you want to avoid probate or not. And, if you do, how to reduce its impact by creating an estate plan that truly protects your loved ones and your wishes. Whether you’re just getting started or want to review your current plan, our team is here to help.
Understanding ABLE Accounts: A Powerful Tool for Individuals with Disabilities
When it comes to protecting the financial well-being of individuals receiving disability benefits, it’s important to know about every option available. One powerful but often overlooked tool is the ABLE account.
Dementia Diagnosis? You Can Still Plan Your Estate
A dementia diagnosis doesn’t mean estate planning is off the table. Learn how you or your loved one can still create or update a legally sound estate plan.
