Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…

Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved. Read more…

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. In this article, we’ll break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase the chances of receiving aid, and highlight estate planning tools that can protect your wealth while optimizing support for your child’s education.

If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024. Let's break down what's changing and what you need to do, if you want to qualify for safe harbor protections related to the basis of your crypto assets.