Estate Strategies

Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.

Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk.

The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning.

Families with unique circumstances require special attention in estate planning, particularly in legal uncertainty. Understanding how to protect LGBTQIA+ families and those with children who have special needs is crucial for their long-term security.

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may wonder how to protect your assets in the face of uncertainty.

The holiday season is the perfect time to create a lasting family legacy by capturing the values, stories, and wisdom that define your family’s identity. Through meaningful conversations guided by thought-provoking questions, you can record these priceless insights to preserve them for future generations. Pair this effort with a comprehensive estate plan to protect your tangible and intangible assets, ensuring your life’s legacy endures.