Month: July 2025

Turning 18 is an exciting milestone. It marks legal adulthood — a time of new freedoms and responsibilities. But one responsibility that often gets overlooked is estate planning, and more specifically, the need for Powers of Attorney.

While most people think estate planning is only Continue reading →

Summer brings warm weather, longer days, and cherished opportunities to reconnect with loved ones. For many families, this means backyard barbecues, vacations, or multigenerational reunions, especially for blended families navigating life together with stepparents, stepchildren, and Continue reading →

Summer is a time for relaxation, travel, and making memories with loved ones. But while you’re booking vacations or enjoying backyard barbecues, it’s also the perfect time to reflect on something just as important, your estate plan.

Life tends to slow down a bit in the summer, making Continue reading →

Let’s be honest, “estate planning” doesn’t exactly scream fun. For many people, it conjures images of endless paperwork, intimidating legal talk, or even confronting their own mortality. So, it’s no surprise that estate planning is one of those “I’ll get to it later” tasks.

But here’s Continue reading →

While ILITs can be highly effective, life circumstances change. Some common reasons for reconsidering an ILIT include:

• Change in estate tax exposure: Your estate may no longer be large enough to warrant tax planning through an ILIT.

• Family changes: Divorce, remarriage, or changing Continue reading →