Resource Library
A growing library of plain-language articles and downloadable guides on the topics that come up most often in our conversations with clients.
Free Guides
Downloadable guides you can request in a moment. Each one walks through the legal decisions that come with a particular season of family life.
Having a baby changes almost everything—including the way you think about protecting your family. This guide walks through some of the important estate planning decisions new parents should consider.
When your child turns 18, some important legal rules change—even if you're still the person they turn to for help. This guide explains what families should know before a young adult heads off to college or begins life on their own.
The rules for inherited IRAs changed significantly under the SECURE Act. This simple guide explains the 10-year rule, why taxes matter, which beneficiaries may have different options, and how trusts can fit into the picture.
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A plain-language introduction to wills, trusts, powers of attorney, and the documents that help protect the people you love.
How to start conversations about planning with parents in a way that feels supportive rather than intrusive.
Both tools help transfer assets to the people you love. Understanding the differences can help you determine which approach is the best fit for your family.
Adding an adult child to a bank account may seem like an easy way to avoid probate, but it can create unintended legal and financial consequences. Before making a change to your accounts, it's important to understand the risks and consider better alternatives.
Blended families often face estate planning challenges that traditional plans may not address. Thoughtful planning can help protect a spouse while ensuring children from prior relationships are not unintentionally disinherited.
Estate planning is not just about money. For parents, it is one of the most important ways to protect children and prepare for the unexpected.
Many people focus on what happens after death, but incapacity planning may be one of the most important parts of an estate plan.
Turning eighteen comes with new independence—and new legal realities. A power of attorney and health care directive can help ensure that trusted family members are able to assist during an emergency.
Over the coming decades, trillions of dollars are expected to pass from one generation to the next. The most meaningful legacies, however, include far more than money.
Learn what probate is, how the process works, why a will does not avoid probate, and how thoughtful estate planning can simplify the transfer of assets.
Home modifications can make a house safer, but thoughtful legal planning helps the people you love step in with confidence when it matters most.
Estate planning is about more than creating documents. Learn how insurance decisions, beneficiary designations, and legal planning work together to help protect you and the people you love through every stage of life.
Signing your estate planning documents is important—but it isn't always the end of the process. Learn why implementation, coordination, beneficiary designations, and ongoing review can make the difference between simply having estate planning documents and having a plan that actually works.
Beneficiary designations. Trust funding. Incapacity planning. Changes in your life. These are easy details to overlook, but they can make a big difference in whether your estate plan still reflects what you want.
Inherited IRAs and the SECURE Act can feel overwhelming. Here’s a plain-language walkthrough of what happens to your IRA when you die, the 10-year rule, taxes, spouses, and trusts.
You bought life insurance to protect the people you love. But who actually receives the money when you die, and what happens if the beneficiary is a minor or your estate plan has changed? Here's why your beneficiary designation matters.
Having a baby changes almost everything—including the way you think about protecting your family. This guide walks through some of the important estate planning decisions new parents should consider.
When your child turns 18, some important legal rules change—even if you're still the person they turn to for help. This guide explains what families should know before a young adult heads off to college or begins life on their own.
The rules for inherited IRAs changed significantly under the SECURE Act. This simple guide explains the 10-year rule, why taxes matter, which beneficiaries may have different options, and how trusts can fit into the picture.
Reflection prompts and conversation starters to help you prepare for a Legacy Interview, whether with us or on your own.
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