Resources

What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)

January 11, 2026

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

January 4, 2026

HOLIDAYS A PERFECT OPPORTUNITY TO CHECK UP ON AGING PARENTS

December 22, 2025
Rob Ellis

ESTATE PLANNING FOR THE BLENDED FAMILY

December 15, 2025

HOW TO USE ESTATE PLANNING TO LEAVE A LEGACY BEYOND WHAT YOU OWN

December 8, 2025
Rob Ellis

HOW TO CORRECTLY NAME BENEFICIARIES FOR YOUR IRAs

December 1, 2025
Rob Ellis

WHAT A WILL WON’T DO

November 24, 2025
Rob Ellis

AVOID THESE 10 COMMON ESTATE PLANNING MISTAKES

November 17, 2025
Rob Ellis

HOW TO TALK TO A LOVED ONE ABOUT ESTATE PLANNING

November 12, 2025
Rob Ellis

HOW TO KEEP WEALTH IN YOUR FAMILY FOR GENERATIONS

November 2, 2025

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