Author: Davis Schilken

December is a season marked by generosity. Whether you’re giving to loved ones or supporting the causes you care about, year-end gifting can be both meaningful and financially smart. With a little planning, your holiday generosity can also become part of a larger strategy to protect Continue reading →

Thanksgiving is a season rooted in gratitude, gathering, and reflection. It invites us to slow down, reconnect with the people who matter most, and take stock of what we value. While estate planning may not be the first thing that comes to mind during the holiday weekend, this time Continue reading →

Most people don’t wake up one morning and say,
“Today feels like the perfect day to draft my will!”

Estate planning usually becomes important when life sends us a little nudge or sometimes a big shove. And the truth is, estate planning isn’t about wealth, age, or having everything Continue reading →

As the holidays approach and another year comes to a close, many of us find ourselves reflecting on the past 12 months. What changed, what we accomplished, and what we hope to improve in the new year. It’s also a time when our calendars fill with family gatherings, traditions, and Continue reading →

The holiday season has a special way of bringing families together. Between shared meals, familiar traditions, and meaningful conversations, it’s a time to slow down and reconnect with the people who matter most. For many families, though, the holidays can also highlight changes in Continue reading →

Halloween is all about spooky fun, haunted houses, ghost stories, and trick-or-treating with the kids. But when it comes to your family’s future, the scariest thing isn’t what goes bump in the night, it’s what can happen when you don’t have an estate plan in place. 👻

🕸️ The Real-Life Continue reading →

Each year, the third week of October is recognized as National Estate Planning Awareness Week, a reminder of how important it is to have a plan in place for the future. Yet, according to recent studies, more than half of Americans don’t have a will or any form of estate plan. For Continue reading →

In today’s world, our lives are increasingly digital. From online banking and investment accounts to photo libraries, social media profiles, and even cryptocurrency, much of what we value now lives in the cloud. Yet, many estate plans still focus primarily on physical assets and overlook Continue reading →

When most people hear the word probate, their first thought is usually: “complicated, expensive, and stressful.” While probate, the legal process of validating a will and administering an estate can sometimes live up to that reputation, understanding how it works can take much of Continue reading →

As the crisp air settles in and the leaves begin to change, Fall reminds us that every season brings transition. Just as we prepare our homes, wardrobes, and schedules for the cooler months ahead, it’s also the perfect time to reflect on how prepared we are for life’s inevitable changes.

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