Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to grow. Fast forward...

Estate planning often brings up a variety of questions, and one of the most frequent topics people ask me about is account ownership and asset management. Knowing how accounts are titled and who can access them is more than just a matter of convenience—it’s crucial...

When planning for college expenses, it’s important to understand how financial aid and estate planning work together to impact the outcome. Below, we’ll outline the key ways asset ownership affects financial aid eligibility, share practical strategies to boost your...

When you die, what happens to your online life? Each platform has its own policies, ranging from permanent deletion to memorialization, allowing loved ones to manage or preserve an account as a tribute. Understanding these policies is key to ensuring your digital...

Have you embraced AI yet? If so, chances are you’ve used it to simplify your daily life. AI can be a fantastic tool for tasks where the stakes are low—like generating meal plans or crafting workout routines. But when it comes to estate planning, some people see AI as...