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Custodial Accounts (UTMA/UGMA)
Open and manage accounts in a child’s name the right way.
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The emotional side of estate planning
22+ hour, 17+ min ago (184+ words) by Natalia Vander Laan Sunday, September 20, 2026 Another emotional benefit of estate planning is the peace of mind it provides. Knowing that important decisions have been made allows individuals to feel more secure about the future and during emergencies. This sense…...
Estate planning isn’t just for the wealthy. What Californians should know
2+ day, 14+ hour ago (1044+ words) When one of Ravi Kalyanaraman’s colleagues died unexpectedly in March 2022, the loss rattled his workplace. The colleague was only in his late 40s. Kalyanaraman, who works in hardware design, had worked with him for years. The sudden death prompted conversations among…...
New Estate Planning Book, 'I Wish I Talked To You Sooner,' Urges Families to Leave Answers, Not Questions
6+ day, 8+ hour ago (606+ words) DENVER, CO, UNITED STATES, September 14, 2026 /EINPresswire.com/ — Estate planning is one of those responsibilities people tend to postpone. The paperwork can seem complicated, the conversations can be uncomfortable, and, for many families, there is always a reason to deal with…...
A “Disciplined Simplicity” Approach to Estate Planning
4+ day, 17+ hour ago (862+ words) Help match complexity with a client’s goals, concerns and ability to follow. “I just want a simple estate plan.” Wealth managers and financial advisors hear versions of this request regularly. It sounds straightforward, but it may carry more meaning than…...
Estate Planning | It's all right to be skeptical
2+ week, 15+ hour ago (495+ words) Spend enough time online and you start to realize just how much the websites you visit learn about you. Social media platforms like Facebook and TikTok are especially good at this. Their algorithms quickly kick in and begin tailoring your…...
Estate planning is becoming a key part of protecting family real estate
3+ week, 5+ day ago (22+ words) Property owners who skip estate planning are walking into a financial trap. Tangled titles pile up. Fractional ownership disputes multiply. Forced...