A will may be an important part of your estate plan, but is it enough for everything you want your plan to accomplish? See how wills and trusts can play different roles as your family and finances change.

A will gives you a say in what happens to your assets and who cares for your children after you die. Without one, state law and the courts make many of those decisions instead. Russ Rivera explains what that can mean for your family and why documenting your wishes is an important part of your financial plan.

If you were unable to make your own medical decisions, would your loved ones know what you want? Learn how a living will and health care proxy work together to provide clear guidance when it matters most.

Many families learn too late that their power of attorney is outdated, hard to locate, or never shared with the people who need it. This video explains how that delay can complicate simple financial tasks during emergencies. Watch to understand how this simple tool supports your family and reduces stress during uncertain moments.

Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.

As you may or may not know, I had two family members pass away in 2024. I’ve written before, “Death is hell. Especially on the living.”  Dealing with the estate of someone who has passed can be hell to those who survive if a solid estate plan is not in place.