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The True Cost of DIY Wills and Trusts

The True Cost of DIY Wills and Trusts

In today’s world, you can order groceries, refinance your home, and even create an estate plan online in just a few minutes. With the rise of AI tools and low-cost legal document websites, it can be tempting to click through a questionnaire, download a will or trust, and feel like you’ve checked an important item...

Top 5 Things to Know About Prepaid Funeral Planning

Top 5 Things to Know About Prepaid Funeral Planning

Talking about funeral plans while you’re alive can seem a bit preemptive or like you are “jumping the gun.”  It may even feel like you are somehow jinxing yourself by bringing up the topic! However, what it actually does is provide financial security to your family, allowing loved ones to properly grieve, and providing security...

Estate Planning for Peace of Mind: A Personal Story

Estate Planning for Peace of Mind: A Personal Story

Both of my parents had severe dementia. Like many adult children, I supported them as they aged and needed increasing assistance and care. Watching my parents navigate these transitions, I found myself asking: “Does this mean I will also have dementia?” “Would my family be OK if something happened to me?” “Does my husband know...

5 Ways to Ensure Your Plan is Ready in 2025

5 Ways to Ensure Your Plan is Ready in 2025

As we welcome the new year, it’s an ideal time to give your estate plan a thorough checkup. Whether your goal is to protect loved ones, minimize taxes, or preserve your legacy, regular reviews can help you keep pace with life’s changes and ensure your wishes are upheld. Below are five key areas you’ll want...