by Vivian Oberling | Apr 6, 2026 | Estate Planning
Discussing or even thinking about our own mortality is uncomfortable. And talking about it with loved ones can feel even harder. Even in emotionally open families, sitting everyone down to talk about wills, money, long-term health decisions, or what happens if...
by Nicole Sheehey | Apr 3, 2026 | Estate Planning
Thinking about estate planning can stir up a mix of feelings. Sometimes it feels serious, even a little heavy. But when approached thoughtfully, estate planning becomes one of the most important decisions you can make. No matter your age, income, or assets, an estate...
by Nicole Sheehey | Jan 14, 2026 | Estate Planning
In an era when our lives are increasingly lived online, your estate plan may need to reach far beyond just homes, bank accounts, or personal property. Between social media profiles, email, digital photos, subscription services, cryptocurrency, and everything in...
by Kendra Strong-Tehrani | Dec 13, 2025 | Estate Planning
You’ve probably seen the ads. Estate planning made simple. Downloadable one-size-fits-all wills. No lawyer necessary. The promise of DIY estate planning is tempting, especially if you’re young, financially stable, and living a relatively uncomplicated life. Who...
by Carla Garino | Dec 11, 2025 | Estate Planning
Estate planning isn’t just for grandparents or the ultra-wealthy. It’s a thoughtful act of love for anyone who cares about what happens if life takes an unexpected turn. The trouble is, too many people skip it or do it halfway. Maybe you’ve thought you’re...
by Gregory Gilston | Sep 20, 2025 | Estate Planning
A power of attorney (POA) is one of those deceptively small documents that can deliver enormous peace of mind. Essentially, it allows you as the “principal” to appoint someone you trust to be an agent who will act on your behalf. Another name for this agent is...
