National Estate Planning Week is an annual reminder of the importance of preparing for the future. Held every third week of October, it...

The emotional and logistical complexity of estate sales can feel overwhelming, especially when it involves sorting through decades of...

Estate planning can be one of the most sensitive tasks a family undertakes, but it doesn’t have to be a source of conflict or confusion....

When we think of estate planning, we often focus on financial assets : real estate, investments, bank accounts, and retirement funds....

Downsizing can feel like a daunting task, especially when you’re faced with the challenge of deciding what to keep and what to let go. We...

Downsizing can feel like an insurmountable task. Whether you’re preparing for a move, helping a loved one transition to assisted living,...

Estate planning involves a variety of legal tools to ensure your wishes are carried out after your passing. Two of the most commonly used...

Estate planning has traditionally been dominated by older generations, often carried out behind closed doors with little input from...

As hurricane season approaches, the importance of being prepared cannot be overstated. While stocking up on essentials, securing your...

Moving is a notoriously stressful experience. Between packing boxes, wrangling quotes from movers, and saying goodbye to familiar...

Parents hold a special place in our lives. They dispense wisdom, offer a wealth of life experience, and sometimes share embarrassing...

As your parents approach their golden years, conversations about estate planning likely take center stage. Wills and trusts are...

When it comes to estate planning, wills and trusts deserve to take center stage. These documents ensure the smooth transfer of your major...

Enlisting Grandchildren in the SaveOr Project: A Fun Family Activity In today’s digital age, where memories and possessions can be...

In the consumerist society of America, it is expected that the loss of a parent leads to a large challenge in determining what to do with...

David's hands trembled as he looked around the family home, filled with memories of his late wife and the life they had built together....

The Fourth of July holds a special place on the American calendar. This day is not just about the celebration of our nation’s...

Dan had a difficult experience when his grandmother passed away. The family was left to sort through her personal belongings, including a...