Estate Planning Strategies at 35 vs. 65

While we used to think that Estate Planning was only for the wealthy wealthy, it isn’t. Anyone with a family, retirement investments, or specific ideas about how they want their assets allocated needs an estate plan. Furthermore, estate planning involves more than your money and property. It allows you to assign someone you trust to … Continue reading Estate Planning Strategies at 35 vs. 65

Why You Should Avoid DIY Estate Plans and Use an Attorney

At first glance, developing an estate plan may seem like a simple effort you can approach with a DIY attitude, but when you learn about what goes into one, you’ll quickly understand that it’s not as straightforward as it may initially seem. A comprehensive estate plan doesn’t just include a will but also other documents like trusts, and … Continue reading Why You Should Avoid DIY Estate Plans and Use an Attorney

Are You Ready for 2026?

You may not be thinking about Jan. 1, 2026. Any New Year’s Eve celebrations you are currently thinking about are from January 1, 2025. However, if your estate is worth $5 million or more when the first day of 2026 arrives, your estate planning should begin now. According to a recent article from Forbes, “Is 2026 An … Continue reading Are You Ready for 2026?