Protecting Your Family

Why Financial Planning Matters In Estate Plans

How Do Probate Sales Work?

The Care Conversation Every Family Should Have

Choosing home care can feel overwhelming. Evan Loevner of Aviva In-Home Care shares practical guidance to help families make informed, compassionate decisions.

Probate Sales Made Simple With Shannon Cronan of Compass

Shannon explains how probate sales work, when they happen, and what families, executors, and buyers should know before navigating the process.

The Hidden Power Of Insurance In Estate Planning: With Mary Spellman

Life insurance can do far more than replace income. Discover its powerful role in protecting wealth, reducing taxes, and preserving legacies.

Life Insurance v Retirement Accounts in Trusts

Arma Fitzgerald and Stacy Gaucys of New York Life explain how life insurance and retirement accounts are treated differently in estate planning, and why beneficiary designations are just as important as your will.

The Role Of Insurance In Estate Planning

Insurance can play an important role in a well-designed estate plan. Lars And David Kosineski of New York Life discuss how insurance can provide financial protection, create liquidity, protect loved ones, and help ensure your broader estate planning goals are properly supported.

Why Estate Plans Need A Professional Fiduciary

Why Coordination Is Critical During A Probate Sale

Learn how close coordination between your estate planning attorney and probate realtor can reduce delays, avoid complications, and create a smoother sale.

Why Financial Planning Matters In Estate Planning

Arma and CFP Mark Koellner explain how coordinating your estate plan with a sound financial strategy can help protect your wealth, minimize taxes, and achieve your long-term goals.

How Estate & Tax Planning Can Work Together