Month: May 2025

The Danger of DIY Beneficiary Designations

The Quiet Grace of Being Known

The Secret to Saving Time, Money, and Family Stress? A Plan That Works Behind the Scenes

What Happens If You’re Temporarily Incapacitated? Your Plan Might Not Say

Is Your Estate Plan Built to Work with Your Financial Life—or Against It?

When Life Gets More Complex, So Should Your Estate Plan

New Baby, New Priorities: How Having a Child Changes Your Estate Plan

Transitions and Tributes

“It Looked So Real!” – How to Protect Yourself and Loved Ones from the Most Common Scams Targeting Seniors

It’s National Elder Law Month: What Does That Mean for You?

When Your Teen Turns 18, the Rules Change: Why a Young Adult Emergency Plan Matters

Parkinson’s Disease and the Power of Proactive Planning

Yesterday’s Vibe is Today’s Mindset

Ways to Keep a Loved One’s Memory Alive After They Pass

What to Expect During Probate—and How We Can Help

Can an Irrevocable Trust Be Changed? Here’s What You Need to Know

Unlocking the Power of the Heggstad Petition: A Lifesaver in Trust Administration

The Heart of the Home

Planning Is an Act of Protection — Not Prediction: What You Can Do Now, Even If Life Feels Uncertain

Mom’s Legacy Is More Than a Recipe Book: Honoring Her Through Planning