Posts in 2023

Oct 26 The Millennial's Playbook for Estate Planning and Life Insurance Success

Life is an unpredictable journey filled with exciting twists and unexpected turns. When we are younger, the world is our oyster, ...

Oct 20 AI vs. Estate Planning: When Technology Can't Replace the Expertise

In a world driven by cutting-edge technology, the role of AI in estate planning has become a topic of intrigue. Can AI truly ...

Jul 10 How to Handle Estate Planning for Multigenerational Living Arrangements

We have all heard the saying that raising children takes a village or that many hands make light work. An increasing number of ...

Jun 22 SECURE 2.0 ACT Brings Additional Estate Planning Opportunities

Attorney Rebecca Sallen recently authored an article in Sidebar Magazine, the official quarterly magazine of the Montgomery Bar ...