top of page

NEWS & RESOURCES
Search


Why Thanksgiving Is the Perfect Time to Reflect on Family and Your Estate Plan
Thanksgiving is one of the few times of the year when families gather in the same place, share a meal, and reconnect. Between the laughter, the stories, and maybe even a little chaos, these moments highlight what truly matters most: the people we love. Being around family often brings life’s big-picture questions into focus, questions about the future, about protection, and about how we can take care of one another long after the holiday ends. That’s why Thanksgiving can also

Kara Verby
Nov 26, 20251 min read


Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Estate Planning Tips for Blended Families: Ensuring Everyone is Covered
Holly Kuklenski
Sep 2, 20253 min read


Do Retirement Accounts Go Through Probate?
When a person dies, their Will is validated, debts are paid, and assets are distributed. This is known as the probate process. Probate in...

Kara Verby
May 21, 20241 min read
bottom of page