Download our free probate checklist. Download now

Survey Q1 Q2

The Importance of Estate Planning: 5 Essential Questions for Wealth Advisors and Their Clients

Estate planning is crucial for your financial future. Wealth advisors should ask clients 5 questions to ensure their estate plans are updated and effective.

New Project 5

Guide heirs and skip the egg hunt with a clear estate plan

Discover the importance of a well-thought-out estate plan and learn how to protect your loved ones from unnecessary challenges. Secure your legacy today.

Blog image Valentins Day 2023

The ultimate Valentine’s Day activity? Planning your estate together

Why not do things a little bit differently this year and give your partner the greatest gift of love: A well-planned estate

The death of prince

Prince: The Tragic Intestate Death of a Musical Legend

Prince left a legacy but had no estate plan. Learn why having one is essential for everyone's future.

Anne heche dies without a will

Anne Heche Dies Without Will: 20-Year-Old Son Settles Estate

Anne Heche was an icon in the entertainment industry, but tragedy struck when she passed away intestate, leaving her 20-year-old son to settle her estate.

Pet estate planning

The importance of including your pet in your estate plan

Pets are a part of the family, and they should be taken into account when planning your estate. Here's why you should include them in your will.

Passing of chadwick boseman

The passing of Chadwick Boseman: A case study in intestate affairs

Chadwick Boseman’s tragic passing in 2020, and the settling of his estate, offer a glimpse into the need for a will–regardless of one’s age.

Strategic gift giving

Strategic giving: A quick holiday guide

Whether you are new to the idea of financial giving to incur benefits, or a seasoned professional, this post covers all you need to know.