Each year, National Estate Planning Awareness Week (October 21–27, 2025) serves as an important reminder: planning for the future isn’t just about protecting assets – it’s about protecting the people and causes that matter most to you. At Reed Wilson Case, we know that estate planning can feel overwhelming or even uncomfortable to think about.…
Fall is a natural time for reflection and preparation. As we shift from summer’s pace to year-end planning, many of us clean out closets, prepare our homes for the colder months, and start organizing for the holidays. One task that often gets overlooked but is just as important is reviewing and updating your beneficiary designations.…
Estate planning is one of those topics that many people know is important, but put off anyway. Often, the hesitation comes from misconceptions and myths that make the process seem unnecessary, complicated, or overwhelming. Let’s set the record straight. Myth #1: Estate Planning Is Only for the Wealthy Reality: Estate planning is about control and…
Estate Planning for Same-Gender Couples: Securing Your Future Together Estate planning is an essential step for all couples, but for LGBTQ couples, it holds particular significance. Although marriage equality has brought increased legal protections, unique challenges remain. And given the current political climate, LGBTQ couples are rightfully concerned that the protections under the federal law…
Mother’s Day is a time to honor the women who have shaped our lives with love, wisdom, and care. While flowers and brunch are thoughtful gestures, one of the most meaningful gifts you can offer your mom this year is peace of mind. Estate planning may not come in a pretty package, but it’s a…
We have heard from clients who have received mysterious lump sum deposits into their accounts from Social Security. Recent developments in the Social Security Administration’s Windfall Elimination Provision (WEP) have led to these lump-sum deposits appearing in the accounts of some retirees. While this unexpected windfall may seem like good news, it could have unintended…
