Everyone tells you to get your affairs in order—no one tells you how. When it comes to estate planning, a lot of people don’t know where to start, while others…
Temporary Guardianship: When and Why It Makes Sense
If you live long enough, you learn that life never goes as planned. Things happen, and you have to adjust. So, while we never plan to get into an accident…
What Nobody Tells You About Transfer on Death Deeds | 4 Common Problems
Estate planning—like most financial topics—is one of those things that you’re expected to know, but no one really teaches you about it. And once you get started, things can get…
The Ultimate Estate Planning Checklist for Every Age and Stage of Life
Talking about estate planning isn't exactly a light conversation starter. Thinking about our own mortality and what happens after we're gone can feel pretty morbid. But here's the thing: Having…
What Are the Spending Rules for Special Needs Trusts?
A special needs trust is a powerful tool designed to safeguard the financial well-being of individuals with disabilities while preserving their eligibility for crucial government programs like Medicaid and Supplemental…
