The MyFamilyPlan Financial & Estate Planning Worksheet helps individuals organize financial and personal details in one secure place, ...

The MyFamilyPlan Financial & Estate Planning Worksheet helps individuals organize financial and personal details in one secure place, providing clarity and support for families during critical ...

The dust has settled on the recent presidential election, but its ripple effects are already prompting conversations about potential policy shifts—particularly in the realm of estate planning.

The initial step in estate planning involves a thorough assessment of one’s assets and liabilities. This entails cataloguing all properties, business interests, investments, bank accounts ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

My office generally sees a spike in estate planning appointments in a new year and following a natural disaster. This month has brought both. If you have “getting organized” as a New Year’s ...

As we step into 2025, the theme for estate planning is: Be prepared. With significant regulatory, economic, and industry changes on the horizon, preparation is not just advisable—it is essential.

Estate planning is crucial for older adults, as it ensures their assets are distributed according to their wishes, minimizes tax liabilities, and protects their loved ones. However, without proper ...