Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

In a world where technology drives daily life, your clients have increasingly placed more value on their digital identities and belongings, also known as digital assets. Digital assets encompass ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Whether you’re young or old, it’s important to have a plan for what happens to your assets when you die. Estate planning is an essential part of financial planning. It pays to do your research when ...

Our estate planning expert explains why deathbed gifts are ‘mostly’ a bad idea. Jamie Hargrove also gives us a step-by-step estate planning guide in this video Q&A. “While there are always exceptions, ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

The goal isn’t to replace the attorney’s expertise, but to amplify it.

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Because so many things can change with time, we recommend that our clients review their estate plans every three to five years and update plans as needed. These periodic reviews help to ensure that ...

You know there are a lot of retirements coming, and that your clients are likely going to switch from thoughts of asset growth to thoughts of legacy or sustainable lifestyles (being able to live the ...