Estate Planning for LGBTQ+ Couples

Estate Planning for LGBTQ+ Couples

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…

Read more
Complete Estate Planning Checklist for Millennials

Complete Estate Planning Checklist for Millennials

Don’t Let Your Legacy Be a Hot Mess: A Complete Estate Planning Checklist for Millennials The phrase “estate planning” often conjures images of retirees, older individuals planning for the inevitable “what ifs” or the super wealthy. Most don’t immediately think of younger generations who may just be establishing themselves in their career, or experiencing some…

Read more
estate tax laws under trump

The Future of Estate Tax Laws Under Trump

The Future of Estate Tax Laws Under the Trump Administration: Why Now Is the Time to Review Your Estate Plan With Donald Trump re-elected as President, discussions about tax policy changes are back at the forefront, particularly regarding estate taxes. The current estate tax laws, set to sunset on December 31, 2025, may undergo significant…

Read more
estate plan checklist

Estate Planning Checklist

If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…

Read more
Create a Great Funeral

Why Planning a Funeral Is So Important

While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…

Read more