Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

In a world where technology drives daily life, your clients have increasingly placed more value on their digital identities and belongings, also known as digital assets. Digital assets encompass ...

Our estate planning expert explains why deathbed gifts are ‘mostly’ a bad idea. Jamie Hargrove also gives us a step-by-step estate planning guide in this video Q&A. “While there are always exceptions, ...

Whether you’re young or old, it’s important to have a plan for what happens to your assets when you die. Estate planning is an essential part of financial planning. It pays to do your research when ...

Wading into the waters of estate planning may seem intimidating, but it’s an undeniable necessity for advisors who want to fortify their books of business against churn. As a pioneer in holistic ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Establishing a trust as part of your financial plan is something you might consider if you have extensive assets or simply want a measure of control over how those assets are managed after you're gone ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Is creating or updating a will on your to-do list? No matter your specific assets or beneficiaries, everyone should have a plan for taking care of loved ones and preparing for the unexpected. The ...

Selling an aging parent’s home is a complex process that can also conjure many emotions. Whether an elderly loved one wants to downsize, move to a retirement community, or needs assisted living care, ...