Embark on a journey to clarify the complexities of estate planning. Our blog is dedicated to providing clear and comprehensive information, breaking down intricate legal concepts into digestible insights. Whether you’re just starting to consider your legacy or looking to refine an existing plan, join us as we explore the essential elements of estate planning and guide you every step of the way along The Legacy Path.
Could a Will Be Right For You?
August 21, 2024Estate Planning Blog
The term last will dates back more than a millennium to English common law, in...
Debunking Common Misconceptions About Wills
August 14, 2024Estate Planning Blog
The majority of Americans do not have a will, and the number of US households...
A Financial Advisor’s Guide to Navigating Different Types of Wills
August 7, 2024Estate Planning Blog
Advisors should understand why most Americans do not have even the most basic estate plan...
Are You Ready to Celebrate National Make-a-Will Month?
July 17, 2024Estate Planning Blog
Which Will Would You Choose? If you or your loved ones have not yet created...
Business Owners and Retirement Planning: A Perfect Storm Emerges in 2024 with New Tax Court Ruling
July 10, 2024Estate Planning Blog
Updated: Aug 21, 2024 The statistics are surprising to those who learn that the percentage...





