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Research shows that 55% of Americans have no estate plans. These are documents you can't skip, no matter how much or little you have.
Episode 042: Estate planning is one of those topics that many people know they should address, yet far too many families put it off until it's too late.In Part One of my three-part...
Here's what to do to get your affairs in order so you don't leave survivors with a legal mess.
Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...
Helping families understand the tradeoffs.
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
Last week at Summit, I had several conversations that stuck with me. Not because the questions were unusual, but because of how easy they were to misunderstand and how much trouble...
For decades, estate planning meant sitting in a lawyer’s office, signing stacks of paper, and locking original documents in a fireproof safe. In 2026, that...
The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...
The Hidden Gender Gap in Estate Planning and How Women Can Close It Estate planning isn’t just about documents—it’s about protecting yourself, your family, and your future. But res...
Many families spend years creating wills, trusts, and beneficiary designations, believing their estate plans are complete. Yet when heirs eventually inherit property, investment ac...
Noelle McEntee wants to make estate planning easier and more inclusive – and she has some notes on what most people get wrongNoelle McEntee wants you to know that wills and trusts...
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
For the growing number of Americans aging without a spouse, children, or nearby family members, maintaining independence requires more than just staying healthy and financially...
A growing consideration for advisors and clients.
SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.
Most people assume that once they write a will, their family will automatically avoid legal headaches after they pass away. Unfortunately, estate planning experts say...
80-year-olds in love can wreak just as much havoc on a plan as their younger counterparts.
Every Fourth of July, we celebrate a simple but powerful idea: that people have the right to determine their own destiny. We celebrate the courage of individuals who rejected someo...
Use a sample annotated form incorporating withdrawal powers.
Here's how to plan a legally binding will online and key information to know before doing so.
Make sure what you authorize is actually what you intend.
How your real estate is titled affects far more than just whose name is on the deed. It plays a major role in your legal rights, how vulnerable your property is to creditors, and w...
Estate planning for couples moving between community property and common law U.S. jurisdictions
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