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LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones

Regardless of your wealth, age, marital status, gender identity, or sexual orientation, it is crucial to have an estate plan in place.

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Five Reasons Why A Family Member May Not Make a Good Trustee

If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring success. 

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The Wrong Successor Trustee Can Derail Your Final Wishes

Though family members or loved ones may be your initial choice, you should give serious consideration to designating a trustee.

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Notable Estate Planning Legislation

It is especially important in today's day and age to understand the history of tax laws that impact estate planning.

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

Planning ahead provides your loved ones with more flexibility in using your money and property for dedications and memorials.

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Three Estate Planning Mistakes Farmers and Ranchers Make—and How to Avoid Them

Below are three common estate planning mistakes farmers and ranchers make and how to avoid them.

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It’s Planning Season (Estate Plan Tools)

When crafting a foundational plan to protect yourself, your loved ones, your business, and your legacy, consider the following planning tools.

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What Happens to Your Student Loan Debt When You Die?

Although it may not be a pleasant topic, it is imperative that you consider your debt as you work on your financial and estate plans.

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Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

Even if you have a harmonious family that does not fight, you still need an estate plan.

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Is It Time for an Annual Planning Retreat?

If you recognize the importance of estate planning but have not yet prioritized it, put it on your planning retreat agenda.

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