Covers wills, trusts, digital estate planning, small business estate planning, and estate plan reviews.
How to Identify and Avoid Phishing Scams
Learn how to recognize and prevent phishing scams to protect your personal and financial information.
How to Use a Password Manager for Secure Estate Planning
Protect your digital assets by securely managing passwords with a password manager in your estate plan.
How to Create a Planned Giving Strategy
Ensure your charitable giving aligns with your legacy goals with this step-by-step planned giving guide.
How to Conduct a Family Meeting for Estate Planning
Organize and lead a productive family meeting for estate planning by setting clear objectives, addressing key topics, and ensuring open communication.
How to Avoid Common DIY Estate Planning Mistakes
DIY estate planning can lead to costly mistakes. Learn key risks and when to seek professional guidance.
How to Review Your Estate Plan Every Year
Ensure your estate plan stays up to date by reviewing personal, financial, and legal changes annually.