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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...

Planning for Minor Children: How to Name Guardians and Protect Their Future

by Mike Black | Jun 18, 2025 | Estate Planning

Estate Planning Isn’t Just About Assets—It’s About People If you’re a parent, one of the most important decisions you can make is who would care for your children if something unexpected happened to you. It’s not a pleasant thought—but avoiding it doesn’t make the...

The Top 5 Estate Planning Mistakes (And How to Avoid Them)

by Mike Black | Jun 11, 2025 | Estate Planning

Estate Planning Is Too Important to Get Wrong Estate planning isn’t something you can afford to put off—or do halfway. Even people who think they’re covered often make small but costly mistakes that cause big problems for their families later. If your documents are...
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Recent Posts

  • Moving to North Carolina? Financial Steps to Take Before and After the Move
  • Financial Planning for New Parents: What to Do Before Your Baby Arrives
  • Is It Time to Rebalance Your Investment Portfolio?
  • 7 Financial Mistakes to Avoid in Your 40s and 50s
  • How College Planning Can Support Your Family Legacy Strategy

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