Estate PlanninG
HABLAMOS ESPANOL 888.698.3951
Featured Article
How to Use Your Estate Plan to Fund Your Family's Education
How to Use Your Estate Plan to Fund Your Family's Education

According to the College Board, the average tuition and fees for the 2025–2026 academic year are $11,950 for a four-year in-state public institution; $31,880 for a four-year out-of-state public institution; $45,000 for a four-year nonprofit private institution; and $4,150 ...

Read More
Recent Posts
  • How to Use Your Estate Plan to Fund Your Family's Education

    According to the College Board, the average tuition and fees for the 2025–2026 academic year are $11,950 for a four-year in-state public institution; $31,880 for a four-year out-of-state public ...

    Read More
  • Your Estate Plan Should Reflect Who You Are. Here's How.

    There is a famous scene in The Wizard of Oz where Dorothy steps into the magical Land of Oz and is transported from a black-and-white world to a Technicolor one. The phrase in living color originates ...

    Read More
  • The Digital Access Gap in Estate Planning

    When someone becomes incapacitated or dies, families often discover that the biggest barrier isn't paperwork — it's access. A locked smartphone, an inaccessible email account, or two-factor ...

    Read More
  • Funerals, Celebrations of Life, and More: Your End-of-Life Planning Options

    Many people have a childhood memory of somebody close to them passing away. Whether the deceased was a parent or grandparent, an aunt or uncle, or a family friend, it may have been their first real ...

    Read More
  • Closing the Estate Planning Gender Gap

    You have probably heard of the gender pay gap. But there is also another common disparity: the estate planning gender gap. Although the two are interrelated to some extent—earning less than men puts ...

    Read More
  • Estate Planning for Couples with a Noncitizen Spouse

    Noncitizen spouses are treated differently than US citizen spouses for estate and gift tax purposes. They do not get the unlimited marital deduction. Married US citizen spouses can generally transfer ...

    Read More