Estate Planning Online — From Start to Finish You don’t have to put off your estate planning because of social distancing. You can now complete your entire estate plan online or over the phone — safely, securely, and from home. Plan From Home — Safely and Easily Keeping physical distance helps protect everyone. But it
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Americans of All Ages Are Creating Wills During the COVID-19 Pandemic The coronavirus pandemic has motivated millions of Americans to take estate planning seriously—many for the first time. Across the country, people are rushing to create wills and end-of-life directives to protect their families and assets. While online do-it-yourself (DIY) wills seem convenient, many of
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When Is an Inheritance Not a Good Thing? Most people think an inheritance is always a blessing — but sometimes, it can do more harm than good. Imagine this: your spouse is in a nursing home receiving Medicaid to help cover the high cost of long-term care for advanced Parkinson’s. If you pass away first
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👵 Baby Boomers in the 2020s: Shaping Retirement, Health, and Legacy The baby boomer generation, made up of Americans born between 1946 and 1964, remains one of the most powerful demographic groups in the country. According to the U.S. Census Bureau, there are about 70–73 million baby boomersin the United States — roughly 20% of
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💚 Passing on Family Values as Part of an Inheritance Passing on more than just wealth — but also family values — is one of the most meaningful parts of estate planning. However, discussing and formalizing the inheritance of both assets and family principles can be challenging, especially if parents wait until later in life
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