Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
This February 1, states across America observe National Unclaimed Property Day, chosen to remind you about a surprisingly widespread financial…
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts. When she…
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You open the door to your parents' home for the first time since the funeral. Closets stuffed with decades of clothes. Cabinets filled with china no…
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both. You may have…
Why Your Family Needs a Mission Statement
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A…
Got Retirement Savings? Must Read …
The SECURE Act 2.0 brought some of the biggest changes to retirement planning in decades. While most people think it only affects their retirement…
Accidental Death at 39: Here’s What You Need to Know
[Michael Duarte](https://www.usatoday.com/story/entertainment/celebrities/2025/11/12/michael-duarte-death-dead/87228812007/) had everything to live…
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience…
The White Elephant Gift Nobody Wants: Family Conflict
**The White Elephant Gift Nobody Wants: Family Conflict** We've all been there. The holiday White Elephant gift exchange starts out fun and…
How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
As the holidays approach, families gather to share food, laughter, and stories. But amid the joy, there is often an unspoken truth: many families…
Living With Loss: The Daily Impact of Grief and the Gift of Planning Ahead
Losing someone you love reshapes your world in ways you may never expect. Some changes are obvious—you no longer share birthdays, dinners, or…
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your…