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It’s easy to assume estate planning is only for people with significant wealth, but that can overlook some of the most important reasons to have a plan in the first place.

Today, Nick explains why estate planning is also about protecting yourself during incapacity and making sure the people you care about are looked after. Estate planning isn’t just about what you own,...


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A sibling calls and tells you that you're getting an inheritance from your parents. Great news, but how do you know you're getting the right amount? In this episode, Nick explains why beneficiaries shouldn’t feel uncomfortable wanting clarity on their role along the way. He shares what you should know about receiving an inheritance, your rights as a beneficiary, and when it's...


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Blended families often have to balance shared assets with money or property they still want to keep connected to their own children. In this episode, Nick explains why those situations can make estate planning more complicated and why there may be more than one workable way to structure the plan. The key is making sure the legal structure actually matches the way you want the...


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Your father has entered hospice, the doctor says he may have only days to live—and then you discover he never completed an estate plan. What can you still do?

Nick explains what emergency estate planning can look like when time is running out. And there's another question families shouldn't overlook: even if you can scramble to get documents completed, is that how your...


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