Parents generally try to treat all their children fairly. We often assume that fairness means leaving an equal inheritance to each child. However, “fair” does not always mean “equal.” A thoughtful estate plan considers each child’s unique circumstances to create distributions that truly support their needs.
Here are some...
You have just received your orders, and you will be deployed shortly. No matter how soon you are leaving, there is still time to ensure that your affairs are in order.
Review or prepare a Family Care Plan. Regardless of the branch of the military...You and your spouse live together, work together, and likely spend a great deal of your free time together. Having a successful marriage and business takes hard work and dedication, but it can also be among the most rewarding things in life. To help keep you on the right track, here are...
In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings surface, and the once-happy family is now embroiled in litigation over the head of the family’s money and...
According to a Centers for Disease Control and Prevention survey, there were more than 670,000 divorces[1] and more than 2 million marriages in 2022. Divorce is a common life event that many Americans face during their lifetime. Some states have laws that automatically end an ex-spouse’s appointment as decision-maker in...
You have likely been preparing for weeks to get your new college student off to school. It is exhilarating, and your heart may be bursting at the seams. You are probably prouder than words can express but also afraid. How can you ensure your child is safe at their new home away...
High School Seniors Can Use a Starter Estate Plan
If you have a high school senior at home, childhood is soon coming to an end for them as they prepare to graduate, turn 18, and enter the “real world.”
You have done everything you can to...
In many parts of the United States, football is more than a sport—it is a way of life and a passion that we often share across generations.
While a fan might pass down their love for an NFL or college football team to family, passing down season tickets to...
An Estate Plan Is Your Script to a Lasting Legacy
“We are all storytellers, and we are the stories we tell,” wrote American psychologist Dan McAdams. Narrative thinking refers to how we view our own role in the story of our lives. It is a more formal way of...
It Is Time to Make Your Estate Planning List and Check It Twice
“He’s making a list. He’s checking it twice. He’s going to find out who’s naughty and nice . . . .”[1]
The estate planning process can sometimes be similar to Santa’s process. You decide who should...
