estate planning documents

August 26, 2024

Understanding Special Needs Trusts: A Critical Component for Families

For families caring for a loved one with special needs, a Special Needs Trust (SNT) is one of the most crucial tools in their estate planning […]
June 12, 2024

Should You Update Your Estate Plan After You Move Out Of State?

Each year, more and more Americans are relocating to different states. Between 2021 and 2022, 8.2 million people moved. In 2023, 25.6 million Americans moved. Amid […]
April 10, 2024

4 Tips for the Sandwich Generation

The “sandwich generation” is the group of individuals who are raising their own children while also caring for aging parents. This demographic often experiences significant stress […]
October 24, 2023

Estate Planning Fundamentals

In honor of last week’s National Estate Planning Awareness Week, we have compiled a list of some commonly used tools in Estate Planning and a brief […]
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