Resource Articles
Supporting Learning Institutions in Your Legacy Planning
You can create a legacy through a bequest, which is a gift that helps you to support the university of your choice without costing you anything today.
Life Events That Call for an Estate Plan Update
As the year comes to a close, it’s the perfect time to reflect on significant changes in your life that may warrant an update to your estate plan.
3 Tips for Every New Homeowner
It is important that you have a plan in place to ensure that you are properly prepared for the future. Here are a few things to consider now that you finally have the keys to your new home.
Celebrating Father's Day with Smart Estate Planning: A Checklist for Dads
One of the most thoughtful and responsible things a father can do is put an Estate Plan together that can protect his family if tragedy should unexpectedly strike.
Estate Planning for Moms: A Guide for Every Milestone
Here's a comprehensive guide to estate planning tailored to mothers at different stages of life.
“Spring Cleaning” For Your Estate Plan!
This season, while you're embarking on your spring cleaning journey, why not extend that sense of renewal to your estate plan as well?
Start Your Year Right: An Essential Estate Planning Checklist for 2024
For both those who have an estate plan and those who have yet to create one, the start of 2024 is an opportune time to ensure your wishes are documented and up to date.