Estate Planning Blog

While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan The course stretches out around you, lush and perfectly manicured. You step up to the ball, take a few practice swings, and inhale the morning air. It is a shot you have made hundreds of times. But years of playing golf have taught you that there is no guarantee you will hit it right this time. Today the breeze … [Read more...] about While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan

The True Cost of Inheriting a Home The United States is in the midst of the largest generational wealth transfer in history. Over the next few decades, baby boomers are expected to pass down an estimated $84 trillion in money and property, around $18–19 trillion of it related to residential real estate. For millions of younger Americans, this means inheriting a parent’s or grandparent’s home. … [Read more...] about The True Cost of Inheriting a Home

Why a Trust for Your Child Should Mature with Your Child From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully choose schools, offer guidance through adolescence, support their careers, and watch with pride as they start their own lives. The desire to be there for them extends beyond emotional and physical care. Finances … [Read more...] about Why a Trust for Your Child Should Mature with Your Child

How to Make Your Inheritance Last Receiving an inheritance, whether large or small, often comes with a wide range of emotions, from the grief of losing a loved one to the hope and excitement about the possibilities the inheritance may create. According to Northwestern Mutual’s 2025 Planning & Progress study, over half (57 percent) of Americans who expect to receive an inheritance view it as … [Read more...] about How to Make Your Inheritance Last

Probate Is Public: How to Keep Your Family’s Affairs Private Most people assume probate — the process of collecting, managing, and distributing a deceased person’s money and property — is a private matter. In reality, probate involves the court system, and most filings become part of the public record. That means anyone, even your nosy neighbor Nellie, can stroll into the courthouse or go online … [Read more...] about Probate Is Public: How to Keep Your Family’s Affairs Private

Hurricane Season Estate Planning: A Gulf Coast Guide to Protecting Your Family and Documents Every year, from June through November, Gulf Coast residents face the reality of hurricane season. While most families prepare their homes and gather supplies, few think about estate planning for hurricane season. In the Gulf Coast — including Alabama and Florida — protecting your legal documents, … [Read more...] about Hurricane Season Estate Planning: A Gulf Coast Guide to Protecting Your Family and Documents