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Without a clear plan, your loved ones may be forced into heartbreaking decisions about your medical care and organ donation. This article explains how a legacy plan protects your voice, eases the burden on your family, and ensures your wishes are honored—no matter what.

Elder financial abuse can happen to anyone—even celebrities like Priscilla Presley. Learn simple steps to safeguard your family, your legacy, and your peace of mind

Learn how to plan for retirement after 50 with these 10 essential steps. From estate planning to long-term care, protect your future and build a lasting legacy with confidence.

Memorial Day estate planning is more than just organizing your finances—it’s about preserving your story, protecting your loved ones, and honoring the values that shaped your life. This holiday, take a moment to reflect on what truly matters and how you can leave behind a legacy with purpose and clarity.

Did you know the way your assets are owned could impact your child’s eligibility for college financial aid? FAFSA doesn’t treat all savings equally—and your estate plan could be the key to unlocking more support. Learn how to protect your legacy and help your student get the aid they deserve.

Maggie Schneider Huston's Newsweek story highlights the challenges of ensuring a loved one’s end-of-life wishes are respected.

You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....

This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...

When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...

Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...

This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...

It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....

Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...

As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...

Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...