Tag: trusts

Retirement Upside

Practical Magic: How to Conjure Estate Planning Conversations This Season

Photo by Karolina Grabowska via Unsplash

More than half of adults don’t have estate planning documents in place, according to Trust & Will, putting them at risk of poor outcomes.

2 min read

Photo by Wes McFee via Unsplash

Retirement Upside

Don’t Take the ‘Heartbreak Express’ to Estate Disputes

Not every estate planning dispute is avoidable, but a solid plan and proactive communication can help prevent the worst outcomes.

2 min read
Photo by Getty Images via Unsplash

Retirement Upside

Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot

Help clients take the wheel — don’t wait for a crisis to discover an estate plan no longer matches reality.

2 min read

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