Who's ready for a summer of fun and relaxation? Whether you're hitting the beach, planning a road trip, or just soaking up the sun, now’s the perfect time to get your estate plan in order. We’ve got you covered with this
Summer Estate Planning Guide to help you breeze through the process and enjoy a stress-free summer.
So what are you waiting for? Check estate planning off your to-do list so you can get to your summer bucket list!
2024 estate planning trends — discover American habits in a post-pandemic world and dangerous misconceptions related to estate planning in this new study.
Learn more.
Celebrating Pride Month — estate planning is not a one-size-fits-all experience, even more so for members of the LGBTQ community.
Explore this guide to learn more.
Lessons from Warren Buffet — the world’s most successful investor has been making headlines lately.
Here’s what we can learn from his estate planning.
Checking in across the pond —
learn more about the challenging succession Prince William faces with a family missing key players and plagued by illness.
Alzheimer’s Awareness Month — a great reminder of the importance of designating your wishes by setting up your
healthcare documents.
Member spotlight: meet the Kramms 🤝
Introducing the Kramm family! We met with these Trust & Will members for a behind-the-scenes look at their estate planning process, complete with a family photoshoot and candid interview moments.
Learn from the Kramm family and how they're feeling more secure about the future
in this video.
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