What Every Family Should Know About Estate Planning
A plain-language introduction to wills, trusts, powers of attorney, and the documents that help protect the people you love.
Resource Library
Clear answers to the questions families actually ask.
A growing library of plain-language articles and downloadable guides on the topics that come up most often in our conversations with clients.
Stay Connected
Thoughtful estate planning guidance, delivered to your inbox.
Helping Aging Parents Without Overstepping
How to start conversations about planning with parents in a way that feels supportive rather than intrusive.
Trusts vs. Wills: Which Is Right for Your Family?
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.
Why Putting Your Child on Your Bank Account Is Usually a Bad Idea
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.
Estate Planning for Blended Families
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.
Why Every Parent Needs an Estate Plan
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.
What Happens If You Become Incapacitated?
Many people focus on what happens after death, but incapacity planning may be one of the most important parts of an estate plan.
Why Every Young Adult Needs a Power of Attorney and Health Care Directive
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.
Legacy PlanningGuide · PDF
The Legacy Interview Starter Guide
Reflection prompts and conversation starters to help you prepare for a Legacy Interview, whether with us or on your own.
Have a topic you'd like us to write about?
We build this library around the questions families bring to us. Tell us what would help.
Send a question