by Katherine Bakes | May 10, 2025 | Estate Planning
There are so many myths about estate planning floating around out there. Thanks to Hollywood and misinformation, these myths can deter people from getting an estate plan (even though it could be really beneficial for them). Estate planning can include drafting a will,...
by Vivian Oberling | May 4, 2025 | Estate Planning
So, you want to start talking about estate planning. Cue the awkward silence. Now, it’s not exactly the topic that has people leaping out of their chairs…we get it. Multiple conversations that focus on money? Death? Who gets your vintage record collection? (Your...
by Nicole Sheehey | Feb 23, 2025 | Estate Planning
As of 2025, Millennials are between the ages of 29 and 44. We are at a stage in life where careers are building, families are growing, and futures are being forged. While thoughts of “estate planning” might seem premature (we get it, you’re not...
by Nicole Sheehey | Feb 8, 2025 | Estate Planning
If you’re single with no kids, you may be wondering: Why the heck would I need an estate plan? I don’t have any dependents to take care of. Well, while that may be true, you still likely have assets that you’ve worked hard to accumulate. And without an estate plan,...
by Nicole Sheehey | Feb 6, 2025 | Estate Planning
It’s surprising, but true: A mere 26% of Americans have an estate plan in place, according to one survey. That means a staggering majority – nearly three-quarters – are leaving themselves vulnerable to a host of potential problems. Think hefty taxes, drawn-out...
by Nicole Sheehey | Jan 31, 2025 | Estate Planning
32% of Americans have an estate plan in 2024. But what happens to the other 68% of the American population? Well, they are facing significant risks. Their medical decisions, minor children guardianship, pet ownership, and asset distribution are going to be determined...
