Should You Rollover Your 401(k) or Leave It? Pros and Cons to Know

by Mike Black | Jul 23, 2025 | Estate Planning

One of the Most Overlooked Financial Decisions When you leave a job, one big question often gets ignored: what should you do with your 401(k)? It’s easy to let it sit untouched, but that might not be the best move. Rolling it over—or not—can have long-term effects on...

What to Do With Your 401(k) After Leaving a Job: Rollover Options Explained

by Mike Black | Jul 16, 2025 | Estate Planning

You Left Your Job—Now What Happens to Your 401(k)? Changing jobs is more common than ever, but what happens to your old 401(k) often gets overlooked. You may be tempted to leave it where it is, cash it out, or roll it into something new—but each option has financial...

How Often Should You Update Your Estate Plan? Life Events That Trigger a Review

by Mike Black | Jul 9, 2025 | Estate Planning

Estate Planning Isn’t a One-and-Done Task Creating your estate plan is a smart move—but it’s only the beginning. Life doesn’t stay the same, and your estate plan shouldn’t either. As your family, finances, and goals evolve, your documents need to reflect those...

Healthcare Directives Explained: Making Medical Wishes Legally Clear

by Mike Black | Jul 2, 2025 | Estate Planning

Who Will Speak for You If You Can’t Speak for Yourself? Medical emergencies can happen without warning. If you’re unconscious or otherwise unable to communicate, who will make decisions about your care? Will doctors know your preferences? Will your family agree on...

Digital Estate Planning: What Happens to Your Online Accounts When You’re Gone?

by Mike Black | Jun 25, 2025 | Estate Planning

Estate Planning in the Digital Age Most people think of estate planning in terms of homes, bank accounts, and life insurance. But today, your digital life is just as important—and often completely overlooked. From online banking and investment platforms to social...