News & Resources

Estate Planning for Digital Assets and Accounts: What You Need to Know in 2025 In today’s digital-first world, estate planning no longer involves only physical assets and financial accounts. From social media and email to...

When people hear a diagnosis like Alzheimer’s or another condition that affects cognition, they often assume it means estate planning is off the table. But that’s not always the case. In fact, individuals with cognitive...

One of the most common estate planning questions we hear is: “Should I sell my house before I die?” The answer, as with many legal and financial matters, is: It depends. The key factor often comes down to capital gains...

Estate planning is meant to create clarity and peace of mind, ensuring your assets are distributed according to your wishes. However, when multiple estate planning tools—Wills, Trusts, property deeds, and beneficiary...

When planning to leave an inheritance, parents often face a big question: how should assets be divided among their children? Let’s say a mother has $3 million she wants to leave to her three children. She has two main...