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Financial Planning in the Face of a Terminal Illness

Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.

Digital Estate Planning: 5 Steps to Protect Your Digital Assets

Estate planning doesn’t end with your will. You should make sure there is a plan in place for your digital assets, also.

Understanding Special Needs Trusts

If you have a disabled loved one, a special needs trust can give them access to additional assets without losing their benefits.

Choosing a Caregiver When Family Isn’t an Option

Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters.

Checklist for What to Do When a Spouse or Parent Dies

When a spouse or parent dies, there are lots of details to take care of. This checklist will help you know what to do so you avoid mistakes.

Checklist for Estate Planning: Review Estate Planning Documents

Estate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.

Revisiting Your Beneficiary Designations

Periodically revisiting your beneficiary designations for insurance and retirement accounts is critical to ensure your final wishes are met.

Estate Planning 101

Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.