Contemplating financial matters and making long-term life decisions via estate planning can be a difficult and emotional journey....

Part 2 in our continuing series on the viral social media post by Jennifer Tomac One of the tips the viral social media post shares is to...

This post has gone viral on social media over the last few weeks. We love that it has started a real conversation about the fact that we al

We often hear about a celebrity's estate wrapped up in a lengthy process, or about a recently deceased friend's family going through a...

Many people believe that estate planning is only for elders. The truth is that younger folks, including millennials, can benefit from...

A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which...

One of the first questions many clients ask is whether they need a trust. It's a great question, but it leads to another: What do you...

You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to...