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Dolly Parton’s Estate Plan: Why You Need More Than a Basic Will
The recent passing of Dolly Parton left the world mourning an irreplaceable icon. While millions remember her towering musical achievements and boundless philanthropy, from a wealth management perspective, her final act might be one of her most impressive.Unlike many...
You Made a Will. Here’s What It Can’t Do
You did it. Maybe Make-A-Will Month finally moved it to the top of your list. Maybe you’ve been meaning to get this done for years and this was the month it finally happened. Either way, you sat down, signed the documents, and walked out with something most...
Make-A-Will Month: Why a Will Isn’t a Complete Estate Plan
A family called us after losing their mother. She had a will, properly signed and perfectly valid. But it didn’t tell anyone who had legal authority to be with the children in the first 72 hours, who could pay the mortgage while the accounts were frozen in...
Friends Don’t Let Friends Go Without an Estate Plan
How to have the estate planning conversation with the people you love without making it weird.There’s a phrase most of us remember from decades past: “Friends don’t let friends drive drunk.” It was simple, direct, and it worked, because it...