Tom
Aging Solo: Estate Planning for Those Without Immediate Family
Not everyone has children or close relatives to rely on as they age—and that’s okay. If you’re aging solo, thoughtful estate planning…
Planning for Incapacity: Not Just for Seniors
When most people think about estate planning, they focus on what happens after death. But one of the most important—and often overlooked—aspects…
Avoiding Family Disputes: How to Explain Unequal Inheritance to Your Kids
One of the hardest decisions parents face in estate planning is how to divide assets among their children. The instinct for many…
Estate Administration Mistakes That Can Cost You
Serving as an executor is an honor, but it also comes with significant responsibilities. One misstep can lead to costly delays, legal…
Estate Planning Tips for Children Who Aren’t Ready to Inherit
Many parents want to leave their children a financial legacy, but what if your kids aren’t ready to handle an inheritance responsibly?…
What are Laughing Heirs and How Can they Affect Your Estate Plan?
The term “laughing heirs” might sound strange, but it refers to a real issue in estate planning. Laughing heirs are distant relatives…
Don’t Forget Your Digital Assets in Your Estate Plan
We live in a digital world where so much of what we value is online—social media accounts, online banking, cryptocurrency, photos stored…
Why Updating Your Estate Plan Is a Smart Resolution for 2025
As we step into 2025, many of us are setting goals and resolutions for the year ahead. While hitting the gym or…
How to Talk to a Hesitant Spouse about Estate Planning
It’s not uncommon for one spouse to feel ready to tackle estate planning while the other hesitates. Maybe your spouse isn’t sure…
The Role of Estate Planning in Preserving Family Harmony
Estate planning isn’t just about transferring wealth—it’s also about making sure your family stays connected and avoids unnecessary conflict after you’re gone….
