The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands the ...

Keeping your clients' estate planning documents up to date is vital for ensuring that their wishes are honored, and their loved ones are protected. Don't wait for a major life change to revisit their ...

October is National Estate Planning Awareness Month — a timely reminder that everyone, not just the wealthy or elderly, benefits from having a plan for the future. Regardless of the size of your ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...

We all hope terrible situations will never hurt us or our loved ones. But making practical plans for your eventual death will make your passing easier. That’s true whether you die unexpectedly at a ...

While we may know better, an 18-year-old is generally considered an adult under New York law. Many of those 18-year-olds will be heading off to college in the next couple of months. Parents’ rights to ...

You should meet with your attorney at least every five years to go over your estate-planning documents and update them if ...

Estate planning is supposed to bring peace of mind. You want to know that your will, trust, and other important documents are safe and easy to find. But what if the app you trust to organize your ...

The City of Brunswick is partnering with the Georgia Legal Services Program to host a free wills clinic, giving eligible ...