AIM

Estate Planning

Group of young adults smiling and talking at a table, highlighting the importance of early estate planning.

Estate Planning for Young Adults

Estate Planning for Young Adults: Why You Shouldn’t Wait Many young adults — even those well into their 30s — believe they are too young to worry about estate planning. Others think they don’t own enough to justify one. But the truth is, an estate is simply everything you own: Bank accounts, investments, and retirement […]

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Same-sex couple with their young child smiling together on a boat with text “Why Estate Planning is Critical for the LGBTQIA+ Community”

Why Estate Planning is Critical for the LGBTQIA+ Community

LGBTQIA+ Estate Planning: How to Protect Your Loved Ones and Your Future Estate planning is important for everyone — but for the LGBTQIA+ community, it can be essential to ensure that your wishes are honored and that your partner, children, and loved ones are legally protected. A thoughtful estate plan can: Safeguard against discrimination or

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Aerial view of a country estate home with green pasture and pond, representing generational wealth and estate planning

Irrevocable Life Insurance Trusts and Wealth Management

Is It Time to Reconsider Your Estate Plan? With potential changes to the federal estate tax exemption, now may be the perfect time to review how you plan to transfer generational wealth to your heirs. Currently, the federal estate tax exemption is $11.7 million per individual and $23.4 million per couple. However, Senate Democrats have

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COVID-19 vaccine vials, syringes, and a mask with the text “You are fully inoculated against COVID-19; now what?”

COVID-19 Vaccination in 2025: What You Need to Know

COVID-19 Vaccination in 2025: What It Really Means for You As vaccination rates rise, many Americans wonder how “being vaccinated” changes daily life. The short answer: it helps significantly, but it doesn’t mean everything returns to pre-COVID norms overnight. What’s New in 2025: Policy Shifts & Vaccine Access As of August 27, 2025, the FDA

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Wooden letter tiles spelling PLAN with text overlay saying Don’t Wait for an Emergency

Plan Ahead for Aging Parents — Don’t Wait for a Crisis

Plan Ahead — Don’t Wait for an Emergency “Plan ahead!” — it’s advice you’ve probably heard from your mother countless times. And if you’re honest, how many times have you wished you had listened? Thinking about accidents, illness, or long-term care needs isn’t easy. But waiting until a crisis hits can make an already stressful

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