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Joint Trusts: Pros, Cons, and How to Know If It’s Right for YouEstate planning is deeply personal. But when you’re building a life with someone — sharing a home, finances, responsibilities, and sometimes children — planning often becomes a shared process, too.
How to Know When It’s Time to Update Your Estate PlanCreating an estate plan is one of those “adulting” milestones people feel proud about completing — and for good reason. A will, trust, power of attorney, and healthcare directive can protect your loved ones, prevent confusion, and ensure your wishes are honored.
Is Life Insurance Part of Your Estate Plan? Here’s Why It Should BeWhen people think about estate planning, they usually think about wills and trusts. Maybe a healthcare directive. Possibly a power of attorney. Life insurance, however, often lives in a separate mental category. It's something people buy and often leave without revisiting. But life insurance and estate planning actually exist in the same category because they both play a crucial role in what happens after you're gone. When life insurance isn’t coordinated with an estate plan, it can create confusion, delays, or unintended outcomes for the loved ones.
Start the Year with Peace of Mind: Why You Should Tackle Your Estate Plan Before the Ball DropsEvery December, the world starts buzzing with talk of New Year’s resolutions.
How to Help Your Parents Create Their Estate Plan Without Stress, Guilt, or AwkwardnessAt some point, something shifts: you go from being the kid who asks for permission… to the adult who’s thinking, Should I be asking my parents if they have an estate plan?
College Kids Home for the Holidays? Send Them Back With More Than LeftoversThey’re home, they’re hungry, and they’ve already started raiding the fridge. You’ve missed them — the noise, the laundry, the energy. But between the mashed potatoes and the marathon catch-ups, there’s one small, meaningful thing you can do for your now–adult kids before they head back to campus.
Talking to Your Adult Children About Estate PlanningEven though you’ve built a life that matters — home, family, memories — estate planning sometimes feels like a conversation that can wait. But when your children are adults and already making major life decisions of their own, now is the perfect moment to bring them into the conversation.
Joint Trusts: A Smarter Way to Plan TogetherWhen couples start thinking about estate planning, one of the first questions they often ask is: “Can we just create one document that covers us both?”
October Is Estate Planning Month: Make It Legal and Secure Your PlanCongratulations — you’ve made it to Week 4 of your Estate Planning Month journey!
October Is Estate Planning Month: Protecting Your Online Life with a Digital VaultWelcome to Week 3 of our Estate Planning Month series!
October Is Estate Planning Month: Building the Essential Directives That Protect You and Your Loved OnesWelcome to Week 2 of our Estate Planning Month series!