Estate Planning

As consumers embrace wearable tech, many are unaware of how their personal data is collected, shared, and used, or whether they're protected at all under existing laws such as HIPAA.

With more than 7 million Americans living with Alzheimer’s, having a "dementia directive" as part of one's estate plan can serve as a way to help improve their care at the different stages of disease progression.

Voice, especially, is deeply tied to memory and emotion. By incorporating an AI voice model into estate plans, individuals are leaving behind not just a record of their existence, but a sensory, profoundly personal experience of their presence.

No one expects to lose the ability to make their own decisions, but conditions like dementia, strokes, or traumatic brain injuries can strip people of that ability - sometimes earlier in life than expected.

A discretionary trust protects inherited assets from creditors, predators, and divorcing spouses by placing them under the control of a trustee, not the beneficiary.

Financial concerns and preparation strategies vary among different generations of Americans. From baby boomers entering retirement to Gen Zers just beginning their careers, members of each generation face unique obstacles and approaches while planning for their retirement years.

Establishing an advance directive can serve as a powerful expression of your personal values and autonomy. ...

Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.

The Death Tax Repeal Act of 2025, introduced in the House of Representatives and the Senate this past February, is the latest GOP-led effort to permanently repeal the taxation of property transfers at death.