Estate planning isn’t just about deciding who gets what - it’s also about making sure your loved ones aren’t left with a surprise tax bill.

Learn about the key taxes you need to know in 2025. With the right planning, you can minimize the tax burden and protect what you’ve worked so hard to build.

Most estate planning resources are long, technical, and full of legal jargon. No wonder people avoid it. I wrote my book to make estate planning feel doable—for real people with real lives. No fluff, no fear, just clear, helpful guidance for families who want to protect the people they love.

Is your trust keeping up with your life? Whether you’re welcoming a new grandchild, changing your trustee, or rethinking how your assets should be distributed, your revocable trust may need a refresh. But should you amend it - or completely restate it?

When it comes to estate planning, the choice between a will and a trust can be confusing. Both help ensure your assets are distributed according to your wishes, but they serve different purposes and offer unique benefits. A will is simpler and takes effect after you pass away, while a trust can offer more control and privacy - often even avoiding probate. So which one is best for your situation?

Life is constantly changing, and so should your will. Major milestones like marriage, divorce, welcoming a new child, losing a loved one, or even relocating can all impact the plans you’ve carefully put in place. But does that mean you have to start from scratch? Not always! Updating your will doesn’t have to be overwhelming, but it does need to be done right to ensure your wishes are honored.

Having a will is how you convey instructions for the state to follow in distributing your property. Without one, the state makes those decisions for you using their own rules - regardless of your personal wishes. I’ll break down what those rules are and why creating a will is essential for protecting who and what matters most to you.

While we all hope to live long, healthy lives, unexpected medical events, such as an accident or sudden illness, can leave us unable to make decisions for ourselves. Without proper planning, our loved ones may struggle to manage our affairs or face legal obstacles in making critical choices on our behalf. Learn how planning for incapacitation is just as important as planning for what happens after we’re gone.