Updating and Funding Estate Plans

Why most family wealth disappears—and how a family mission statement paired with estate planning creates clarity, purpose, and lasting legacy.

When adult siblings come together to care for aging parents, something unexpected often happens. Instead of bringing families closer, the experience frequently exposes old wounds and creates new rifts that never fully heal. What should be a time of unity becomes a source of lasting conflict. With over 37 million Americans providing unpaid eldercare, these painful dynamics play out across the country every single day. And while you may be focused on caring for your own parents right now, there's an uncomfortable truth you need to face: someday, your children might be in this exact position, trying to coordinate your care. The question is, will you leave them a roadmap or a minefield?

Ready to create your estate plan but your spouse isn’t on board? Discover why hesitation happens and how to protect your family without conflict.

Learn how families lose wealth in just two generations—and the essential mindset, legal steps, and planning tools that help you preserve it for the long term.

Unmarried couples face unique challenges in estate planning. Learn how to safeguard your shared assets and ensure your wishes are honored.

Learn essential strategies for estate tax planning. Protect your assets, minimize taxes, and ensure your legacy is secure for future generations.