Discover the key milestones when to create an estate plan. Protect your legacy and loved ones by planning at the right times.

As the seasons shift and we head towards the end of the year, many of us reflect on change. Yet, for high-net-worth individuals and families, there’s an upcoming “sunset” that may impact their ...

As a high-earning individual or licensed professional, you’ve likely worked hard to build and protect your wealth. But have you considered whether your children are ready to responsibly manage the ...

When it comes to estate planning, one of the most important things you can do for yourself and your loved ones is to avoid probate. Probate is the legal process where the state steps in to distribute ...