More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...
Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.
Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...
Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...
After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...
As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...
PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...
Adding a pet trust to your estate plan can ensure your pets are properly looked after when you're no longer able to care for them. This is how to go about it.
In Arizona, spring is when the sun shines brightly, and the temperatures are perfect for enjoying outdoor activities. As much as we love the spring warmth, it is important to remember that with all ...
Opening our new office at 4 Waterway Square Pl., Ste. 400, The Woodlands, TX 77380 allows us to be closer to the ...