Estate Planning

Plan Smart, Live More: Test Your Estate Planning IQ!

In 2025, what is the total amount of money and property ...

Your Family Is Not One-Size-Fits-All; Your Estate Plan Shouldn’t Be, Either

What comes to mind when you think of the typical American fa...

Have You or Your Loved Ones Used These Excuses to Avoid Esta...

National Centenarians Day: Planning for a Longer Life (and Legacy)

Who wants to live to be 100? That depends on who you ask. ...

Stepfamily Day: Smart Estate Planning for Blended Families

Happy National Stepfamily Day to all who celebrate it! Amid ...

Jump-Start or Refresh Your Planning This September

Happy National 401(k) Day! Bookending the first week of Sep...