Monthly Archives: December 2025
Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate
While most proactive individuals understand the importance of estate planning, they often assume that their plan addresses only what happens after they pass away. However, a comprehensive estate plan is also meant to positively impact your life by planning for incapacity, and providing necessary protections while you are still around to reap the benefits…. Read More »
Homestead Exemptions and Estate Planning
The term homestead may seem like a throwback to pioneer days, but homestead exemption laws are directly relevant to today’s estate planning and can play a valuable role in a modern plan. Almost every state has some form of homestead exemption law primarily focused on reducing property taxes and protecting home equity from creditors…. Read More »
Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out of commitment. Data indicate that cultural norms regarding marriage in the United States have undergone significant shifts over the past several decades. Consider the… Read More »
ABLE Accounts: Big Changes Coming in 2025-2027
For the tens of millions of Americans living with a disability, financial hardship often accompanies the physical and emotional challenges they can face on the path to full participation in society. Many disabled individuals rely on public benefit programs for financial support that come with strict income and asset limits that can, paradoxically, keep… Read More »
