As life happens,
Certain moments in life make estate planning essential. Select a life event to learn what you need to know and what steps to take.
New Baby or Adoption
Welcoming a new child changes everything. Learn why estate planning is essential for new parents and how to protect your growing family.
Learn more
Marriage
Marriage creates new legal and financial bonds. Learn how to protect your spouse and build your shared future through estate planning.
Learn more
Divorce
Divorce requires complete estate planning review. Learn how to protect your interests and plan for your independent future.
Learn more
Loss of a Spouse
The loss of a spouse requires both grieving and practical planning. Learn how to manage estate transitions and protect your future.
Learn more
New Home
Purchasing a home is likely your largest financial commitment. Learn how to protect your property and ensure it transfers to your loved ones.
Learn more
Inheritance
Inheriting assets brings both opportunity and responsibility. Learn how to manage, protect, and plan for your new wealth.
Learn more
Retirement
Retirement brings new financial realities. Learn how to protect your nest egg, plan for healthcare, and leave a legacy.
Learn more
Serious Diagnosis
A serious health diagnosis changes priorities. Learn how to protect your family and ensure your wishes are honored.
Learn more
Moving to a New State
State laws vary significantly for estate planning. Learn what you need to review after relocating to ensure your plan still works.
Learn more
Death of a Parent
Losing a parent is overwhelming. This guide helps you understand what needs to happen next and the steps to settle their estate.
Learn more
Named as Executor
Being named executor is an honor and a responsibility. This guide explains what's expected, what you can charge, and how to navigate probate.
Learn more
Named as Trustee
Being named successor trustee means managing trust assets and carrying out the grantor's wishes. This guide explains your duties, timeline, and compensation.
Learn more
