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According to one estimate, about a quarter of all marriages and nearly two-thirds (63%) of remarriages involve stepchildren. No matter how loving and successful, such arrangements often pose unique personal and financial challenges that may only intensify as wealth transfers from one generation to the next. For these reasons, careful estate planning, while highly recommended for any family, is especially vital for blended ones.

If you’re wondering what the 7 steps in the estate planning process are, you’re not alone. Thousands of people are searching for answers every day, looking for simple and straight-forward estate planning tools and free estate planning advice. Let’s walk through the 7 steps of estate planning, simplified for families like yours.

Anyone in the US can create a will on their own using online estate planning tools. As long as the will meets your state’s rules, like being written, signed, and witnessed properly, it is legally binding. But here is the problem: most people don’t know all the little details that matter. And missing just one can lead to big problems later on.

What does it mean to really show up for a mom this Mother’s Day? Maybe it looks like taking something off her plate. Maybe it looks like helping her sleep better at night. Maybe it means finally starting a conversation she hasn’t had the space or energy to initiate. That’s where an estate plan comes into the equation.

There is an increasing population of single people without children – and they realize they need an estate plan. These people can be successful individuals who don’t have a spouse or child to leave their assets. If you are a part of this demographic, here are some tips...

Blended families are incredibly common, and this term encompasses a vast array of family situations. Very often, however, blended families involve a marriage in which one or both spouses have children from a prior relationship. Sometimes the couple also has children in common, but this is not always the case. Because families are all different and the term blended family can mean so many things, the standard estate planning documents may not be enough to satisfy your plann

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan. Estate planning is an ongoing process, as it accounts for changes in marriages, deaths, divorces, and births of children and grandchildren. Assuming your spouse left an updated estate plan before their passing can have disastrous consequences.

We believe estate planning should be simple, clear, and personal. Whether you are building generational wealth, caring for aging parents, or wondering do I need a will, our online estate planning services are here to help you every step of the way.

Some of the biggest changes to the tax code are permanent, including lower income tax rates, higher standard deduction amounts and higher estate and gifting exemptions. New accounts for newborns, modeled after traditional IRAs, allow parents to save money specifically for future expenses for their children.

One of the most important parts of estate planning is determining how to divide your assets. But what if you don't have a spouse, children, or other obvious heirs? Passing without a will or immediate heirs increases the odds your money will go to someone you'd rather it not.