Where Does It All Go? Legacy Planning Without Direct Descendants

KEY TAKEAWAYS Without children, deciding where your assets go takes on added importance. State inheritance laws may not reflect the legacy you envision. Your legacy can extend beyond family to the people and causes that matter most. Outdated beneficiary designations...

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...

Choosing the Right People for the Right Roles in Your Estate Plan

KEY TAKEAWAYS The right person for one role may not be right for another. Trust matters, but so do availability and follow-through. A conversation now can prevent confusion later. A little organization can make a difficult job easier. Your choices may deserve another...