Team Up with Your Siblings to Discuss Your Parents' Estate PlanI know, working with siblings isn’t always smooth sailing. Remember that time you had to clean out the garage together, and everyone had their own “system” (or lack thereof)? Well, planning for the future with your siblings can sometimes feel the same way, but here’s the good news: teaming up with them to discuss your parents' estate plan can actually make things easier for everyone.

21 Ways to Have the Estate Planning ConversationThere's a reason that Google Maps and Waze have become so popular - we all like to have the security of a map telling us exactly where to go and how to handle any changes in the route ahead.

Estate Planning and Life’s Important Moments: Why Timing MattersWhen you think about estate planning, you probably picture it as something you tackle in the distant future. But in reality, estate planning often lines up perfectly with some of life’s most meaningful (and sometimes challenging) moments. In a recent survey by GoodTrust, we found that certain milestones prompt people to think seriously about their estate plan. These moments act as reminders that while we can’t predict the future, we can take steps to secure it.

Estate Planning Transforms Life Insurance—Building Brand Loyalty, Trust, and SalesEmbedding estate planning into life insurance is a game-changer, strengthening client relationships and setting brands apart in a crowded market. Here’s why it matters:

Estate Planning: A High-Impact Benefit that Drives Employee Satisfaction and Company SuccessOffering estate planning as part of an employee benefits package provides a powerful edge in today’s competitive landscape. Here’s why it matters:

You Own More Than You Think - Estate Planning for Non-MillionairesGoodTrust highlights the importance of estate planning for everyone—not just the wealthy.

Employee Benefit Systems (EBS) Partners with GoodTrust to Offer Smart Estate Planning Solution to Union MembersGoodTrust just announced its partnership with Employee Benefit Systems (EBS) to bring comprehensive estate planning solutions to union members across the country. This innovative new voluntary benefit addresses a critical yet often overlooked need, empowering working families to secure their legacies with ease and confidence.

The 5 Most Overlooked Items in Estate Planning: Are You Missing These Crucial Steps?Estate planning may not be the most exciting topic, but it’s one of the most important steps you can take to secure your future—and your loved ones'. Most people think of estate planning as simply writing a will, but there are several essential pieces that often get overlooked. Missing these steps can lead to complications, unnecessary costs, and even family disputes down the road. Let’s break down the five most overlooked items in estate planning and why you should address them today.

Estate Planning and The "I'll Do It Later" ProblemEstate planning may not be at the top of everyone's to-do list, but it is essential to protect your assets and loved ones. Surprisingly, AARP found that while 93% of adults aged 50+ believe it’s important to plan for who will receive their assets when they pass away, only 51% actually have a will in place. The most common reason? 61% say they simply haven’t gotten around to it.

The Thing No One is Talking About as College Students Head Back to CampusAs summer fades and college students head into a new academic year, they and their parents are busy checking off the typical to-do lists: dorm essentials, meal plans, and textbooks. But there's one major factor that many overlook which can leave them in a challenging position -- planning for the unplanned.

Discover the Benefits of a Certificate of TrustA Certificate of Trust is a document that serves as proof of the existence of a trust and summarizes its key elements without revealing the detailed private information contained in the trust itself. It verifies the trustee’s authority and the trust's existence, providing necessary information to financial institutions and other parties without disclosing the specifics of the trust's assets or beneficiaries.

Understanding the Use of a HIPAA Release FormThe Health Insurance Portability and Accountability Act (HIPAA) of 1996 protects the privacy of an individual’s health information. A HIPAA Release Form is a legal document that allows specified individuals to access your protected health information (PHI). This form is crucial for anyone needing to grant another person the authority to discuss their medical records and health information with healthcare providers.