When most people hear the phrase estate plan, they think of documents that distribute property, name beneficiaries, and outline financial decisions. And while those documents are an important part of your plan, an estate plan can also reflect something deeper: the values you’ve lived by, the causes you care about, and the stories you hope your loved ones will be telling around the holiday table long after you’re gone.

5 Ways to Encourage Estate Planning (Without Starting a Family Feud)

Wondering how to talk to your family about estate planning without it becoming a difficult conversation? This guide shares 5 practical strategies to encourage loved ones to create a will or trust. Get tips on how to approach the topic constructively and ensure your family's legacy is handled smoothly.

The Fabulous Fifties: A Time to Celebrate, Reflect, and Plan

Turning 50 is a huge milestone. It’s a time to celebrate your accomplishments, reflect on the past, and look forward to all the amazing things to come. You’ve likely built a great life, a thriving family, and a successful career. Now is the perfect time to ensure everything you’ve worked so hard for is protected for the next chapter. 🥳