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.

Simplify estate management for your heirs and learn what to expect if you receive an inheritance.

The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.

While developing your estate plan to pass on investments, cash, real estate, and more, don’t forget to plan for your digital valuables too.

Special needs trusts are a way family and others can help provide for the needs of a disabled individual while protecting their access to government benefits.

Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters. Here are some things to consider to ensure as much comfort, safety, and peace of mind as possible.

If you plan to leave assets or money to your children when you pass away, take time now to consider whether placing that inheritance in a trust may offer them protection.

While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution. Without one, your loved ones can face unnecessary stress and hardship.

Knowing exactly what to do when a spouse or parent dies can be difficult, but mistakes and oversights can be costly or lead to serious problems down the road. This checklist will help ensure you know what to do when a death occurs.

Because your estate is continuously changing and the circumstances that affect your estate can shift over time, it is important to keep a close watch on your estate plan and make adjustments as needed. This checklist can help you cover all the bases.

Reviewing the beneficiary designations for your life insurance and retirement accounts is an important part of estate planning. If you are not careful, your money could easily fall into the wrong hands or be subject to probate.

If you have an investment account with any beneficiaries who are deceased, be sure to update them to specify the living individuals who you want to receive the account. This will save you time and trouble long-term.

Your estate planning should cover more than just what happens to your assets when you die. It also needs to account for how your assets are managed should you become incapacitated and unable to manage them yourself.

Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to follow.