How Should I Plan to Age as a Single “Elder Orphan?”
No one plans to be elderly & alone, but if you are single & have no immediate family members or are not close with your family, you need a game plan.
May 27, 2019
Family Estate Planning Law Group
Why Planning Your Estate at the Same Time as Your Parents is a Smart Move
Rachel from our office shares why multigenerational estate planning is the most sustainable move you can make, learn more on our blog.
May 24, 2019
Family Estate Planning Law Group
You Need an Estate Plan Even if You Have No Children
If you don’t decide who is going to inherit your assets, then state laws will, and a relative you don’t know or have a relationship with could inherit it.
May 22, 2019
Family Estate Planning Law Group
And You Thought a Volatile Market Was a Threat to Your Estate Plan
It seems like families need to spend more time discussing estate plans & finances, especially if they are blended families, to prevent major disruptions.
May 22, 2019
Family Estate Planning Law Group
How Trusts Work in Estate Planning for Regular People
You’ve heard the expression “trust fund babies.” However, trusts are not just for the wealthy. They have a number of uses in estate planning.
May 20, 2019
Family Estate Planning Law Group
Wake Up and Smell the Coffee: You Need to Take Care of These Financial Tasks
These may be common mistakes, but they are too important to dismiss & delay, learn more about what you need to do to ensure you're in a good space.
May 17, 2019
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
