estate planning

Estate Planning Strategies for High Earners

Estate planning is a crucial aspect of financial management, especially for high earners. With significant assets at stake, it's essential to have a well-thought-out estate plan to protect your wealth and ensure that your wishes are honored.  The…more

How to Prep Your Estate Planning Strategy Now if Biden’s Proposal Becomes Law

For better or worse, presidential elections have a way of impacting our financial lives. We’re on the home stretch of this election cycle, but questions and concerns are already swirling over the financial implications of either outcome, regardless…more

What COVID-19 Means for Your Estate Plan

For many of us, the coronavirus pandemic is putting things in perspective—and triggering some pretty big questions on the individual level. With public health front and center during this dark time, many are looking inward and examining their…more

Why Estate Planning Is Critical for Modern Families

Today’s American families reflect the changing times we live in, and that’s a good thing. The truth is that families come in all shapes and sizes. Some parents belong to the LGBTQ community, others are unmarried or on…more