Surviving Survivor BenefitsAre you sure your legal documents and financial accounts reflect the wishes of you and your spouse in terms of benefits and who inherits what?May 7, 2025
'What I Learned About Survivor Benefits After My Husband Died'Survivor benefits can be complex, even if you don’t think you have a complicated financial situation. This is the story of one widow’s experience.May 7, 2025
Estate Plan Crisis: What To Do When Your Parents Won't CommunicateAndré is the oldest of four siblings, facing a responsibility none of them want, with little information from their parentsDecember 2, 2024
Consider the Financial Implications of a Full HouseHow to protect everyone’s assets in rapidly growing multigenerational living arrangementsNovember 29, 2024
Break the Wealth CurseFamily fortunes that took decades to amass are often lost by the third generationNovember 12, 2024
Estate Planning for May-December CouplesMarriages with a significant age gap between partners can benefit from a discussion about shared goals and individual needsSeptember 5, 2024
Do You Trust Your Trust Documents?Leaving an asset out of a trust, whether it’s an old crypto account or a new car, could force your heirs into Probate CourtJuly 8, 2024
How to Leave a Legacy ScholarshipThere are many ways to touch a life, even after you’re goneMay 14, 2024
Putting My Affairs in OrderAcquiring a coffin and disposing of possessions in anticipation of the inevitableApril 10, 2024
The Talk Over-50s Should Have Before Tying the KnotGetting married in middle age or beyond is not only a significant personal milestone, it’s also one of the biggest financial decisions of your lifeMarch 14, 2024
6 Ways to Save Your Heirs from a Painful ProbateCollect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find themJanuary 9, 2024