Putting your home in a trust is a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust. Read more...

Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not. Read more…

What is a legacy, really? And how does it apply to you? Read more…

As an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may still face unique legal hurdles is in ensuring your parental rights are properly protected, if you are a non-biological parent. Read more…

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But you can still step in and help them if you and your child plan ahead. Read more…

You've always strived to provide the best for your loved ones, ensuring their well-being and securing their future. However, even the most well-intentioned plans can fail if you overlook the complexities of estate planning. Read more…

Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets. Read more…

Last time, we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read Part 2 of our series now for even more. Read more…

February is the month of love – but there's a different kind of love that deserves our attention: the love we show ourselves, our family, and our walletbook through thoughtful financial planning. Read more…

Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.

Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.

Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to. Here’s what to do instead…

In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future. Read now…

In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love. Read now…

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them. Read more here …

Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…

As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan. Read more…

In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future. Read more…

If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you?

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the thing you might not know, and is critically important to remember: simply creating a Trust is not enough. For your Trust to work, it has to be funded properly and may need to be updated over time.