Who Speaks for You? Choosing Trusted Decision-Makers Without Adult Children

KEY TAKEAWAYS Estate planning without adult children comes with some important considerations. Those closest to you may not have the authority to act for you. Choosing the right decision-makers involves more than trust alone. Having a backup plan can be just as...

Considerations Before You Head South for the Winter

KEY TAKEAWAYS Where you call home can have consequences beyond your address. Your estate plan may not work exactly the same everywhere you live. Some important details are easy to overlook before heading south. Not every power of attorney works the same way. Living in...

Flying Solo: Why Estate Planning Still Matters and What to Do Next

KEY TAKEAWAYS Who would step in if you couldn’t make decisions? The right decision-makers may not be the obvious ones. Your beneficiary choices deserve a closer look. Being single can change the tax planning equation. A plan puts you—not the law—in control. As a...