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...
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...
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...
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...
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...
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...
