All ArticlesEstate Planning

Estate Planning

Estate Planning —10 min read

What is Power of Attorney (POA)

what-is-roth-ira-mobile

Estate Planning —6 min read

How Roth IRAs Can Be a Great Estate Planning Strategy

Revised Uniform Fiduciary Access to Digital Assets Act

Estate Planning —10 min read

What is RUFADAA - Everything You Need to Know

what-is-the-green-book

Estate Planning —4 min read

The New Green Book for Dummies & What It Means For Estate Planning

Estate Planning —3 min read

What Robert DeNiro’s Kids and $500MM Inheritance Feud Teaches Us About Planning for the Unexpected

Person on laptop researching what states have filial responsibility.

Estate Planning —9 min read

What states have filial responsibility?

what-to-do-after-moving-mobile

Estate Planning —3 min read

Estate Planning After a Move: 3 Important Tips

what-to-do-if-i-inherit-an-ira-account-mobile

Estate Planning —3 min read

What to Do if I Inherit an IRA Account

what-to-do-with-inheritance-money-mobile

Estate Planning —3 min read

What to Do with Inheritance Money: Make Investing a Priority

what-to-prepare-before-seeing-a-financial-advisor-mobile

Estate Planning —4 min read

What to Prepare Before Seeing a Financial Advisor

Man comforting woman after learning what to say when someone passes away.

Estate Planning —7 min read

What to Say When Someone Passes Away - A Helpful Guide to Condolences

Estate Planning —10 min read

What To Wear To A Funeral: Tips for Funeral Outfit Ideas

Couple watching HBO's White Lotus and learning what it teaches about prenups.

Estate Planning —4 min read

What HBO’s White Lotus Teaches us about Prenups

when-does-separate-property-become-community-property-mobile

Estate Planning —6 min read

A Guide to When Separate Property Becomes Community Property

Estate Planning —5 min read

A Guide to Filing Estate Tax Returns

<1...37383940414243>