In blended families, estate planning isn’t just a financial task—it’s a relational one.
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Estate Planning
How a Simple Oversight Can Derail Your Estate Plan
Even a small mistake—like an outdated beneficiary or an unfunded trust—can unravel your entire estate plan. Learn the most common oversights families make and how to ensure your legacy is protected.
What Happens If You Die Without a Will? The Cost of Not Planning Ahead
Many people assume their assets will automatically pass to their spouse or children, but if you die without a will, your estate will be subject to intestate succession laws, which vary by state.
Plan Ahead This Season: Why Long-Term Care and Estate Planning Are More Important Than Ever
As the new year approaches, many of us reflect on our goals and prepare for the future. While resolutions often include fitness, travel, or career aspirations, one of the most meaningful investments you can make is in securing your financial and personal legacy. This...
Estate Planning Before Year-End: 5 Essential Steps to Protect Your Assets
As the year draws to a close, it's the perfect time to ensure your estate plan is in order. For many, estate planning is a topic that's easy to push aside. However, taking action now can prevent headaches down the road and ensure that your hard-earned assets are...
Estate Planning: Securing Your Legacy with Foundational Wealth Partners
Estate planning is the process of managing your assets during your lifetime and ensuring their efficient transfer to your loved ones after your passing.