In The News

Create or Protect Your Family Traditions with an Estate Plan

Americans today are somewhat split on what defines a traditional Thanksgiving. Most of us celebrate the holiday, but our traditions and activities vary widely. Still, as new traditions replace old ones, the core of Thanksgiving—connection, gratitude, and shared experience—remains the same. Estate plans can evolve in much the same way, reflecting new realities and a renewed spirit of giving. Estate plans are not only about passing down money and possessions. Read more to discover how estate plans are also a way to preserve traditions, share values, and keep families connected for generations to come.

You cannot stop fall from turning into winter. The best you can do is ensure that you are prepared for colder weather to come. An estate plan can be thought of in the same way. While it will not stave off what is inevitably coming and what we may prefer to avoid altogether, it can provide warmth to those who are left gathered around the hearth. Read more to learn some practical pointers to keep your estate plan from burning out and to ensure that it is ready to work when you need it most.

Estate planning can be thought of as gift-giving on a bigger, more enduring scale. But unlike a holiday gift that can be returned or exchanged, the “gifts” of an estate plan carry emotional weight and often touch on sensitive family dynamics that demand more in-depth conversation. Having “the Talk” before “the Transfer” is critical to reducing conflict and uncertainty. Read more to learn some key findings that highlight why these conversations matter.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.