Creating a trust is a powerful estate planning tool, but simply having a trust is not enough. One of the most common and costly mistakes we see is an unfunded or partially funded trust. In other words, the trust exists on paper, but the assets were never properly transferred into it. Understanding which assets should…
Many people assume estate planning is something to handle “later.” Later in life. Later when things slow down. Later when there’s more time. Unfortunately, when no legal plan is in place, later often turns into too late, and the consequences fall squarely on loved ones. At Reed Wilson Case, we regularly work with families who…
Every new year brings a fresh sense of possibility. We set goals, rethink priorities, and look for ways to feel more organized and in control. While many resolutions focus on health, finances, or career growth, one of the most impactful steps you can take in 2026 is also one of the most overlooked: getting your…
As Thanksgiving approaches, many of us focus on gratitude, reflecting on the people, traditions, and memories that make our lives meaningful. We gather around the table, share stories, and celebrate our blessings. Amid the warmth and connection of the holiday, there’s another expression of gratitude that often goes unspoken: planning for the future. While estate…
As families prepare for a new school year, shopping for supplies, adjusting routines, and checking off lists- it’s the perfect time to consider something that often gets overlooked: legal planning. Just as children benefit from structure and preparedness in the classroom, families benefit from thoughtful planning at home. At Reed Wilson Case, we believe that…
For many individuals, a life insurance policy is a cornerstone of their long-term financial planning, providing peace of mind that loved ones will be protected in the event of an untimely death. However, one often-overlooked risk to maintaining life insurance coverage is the inability to continue making premium payments due to financial hardship, cognitive decline,…
