The holiday season can be full of joy, but nothing spoils the cheer quite like unspoken family matters. Among these is estate planning—a critical topic that many families put off discussing. Opening up about estate planning can feel daunting, but it’s one of the most valuable steps you can take to “Grinch-proof” your holid
When you hear the term “estate planning,” what comes to mind? For many millennials, it might conjure up images of wealthy individuals drafting complicated wills or dividing vast assets. But estate planning isn’t just for the rich, the elderly, or those with families—it’s for everyone, and the sooner you start, the b
When it comes to estate planning, Millennials aren’t just responsible for thinking about their own plans—they should also be having critical conversations with their parents, who are likely Baby Boomer
Tom Dove and Nancy Turtle married, made their home in Minnesota and raised children. As time went on, they grew tired of the long winters and began to dream of warmer climates. After their children graduated from college, Tom and Nancy purchased a condo in Arizona. Thus, the Doves became snowbirds.
If you have ever had a pet, you know that they are considered a member of the family. Just like the rest of your family, you want to make sure your pets are provided for and looked after if you were to pass away.
Whether due to aging, disability, or some other unique circumstance, if a loved one starts to experience difficulty in taking care of themselves, the conversation family members often have surrounds whether one has the legal authority to act for the person who needs additional assistance, whether in their daily living, finances or otherwise.
As we approach the end of the year, we give thanks for our blessings and consider again how to make a positive difference. Research confirms that generosity is its own rewar
National Estate Planning Awareness Month this October serves as a helpful reminder of the importance of having an estate plan in place. An estate plan includes premeditated decisions about things that you wouldn’t ordinarily think of without going through the process of planning. There are many benefits in having an estate plan in plac
There’s no doubt that rapid advances in technology, social and political tensions, and the shift in trends of social media and digital workforces through the pandemic have not only changed the way we work and live through a production lens but have also shined a light on the beginnings of a massive shift of generations…
You may have been asked at one point or another to serve as a trustee for a friend of family members’ trus