Shelly Bailey October 13, 2026
Transitioning to Adulthood: Estate Planning Essentials for Young Adults Turning 18
Category: Trust & Estate Planning
We believe estate planning is an essential element of comprehensive wealth management. Our estate planning team helps you explore the full range of potential opportunities a substantial estate can create, including wealth preservation across generations or the creation of a philanthropic legacy.
- 401k
- Estate Documents
- Families
- Financial Education
- Health Savings Account
- IRAs
- Probate
- Tax Forms & Records
- Tax Laws
- Titling Assets
- Wealth Transfer
All Posts
Emily A. Coughlin July 29, 2026
Four Reasons You Need an Estate Plan
Truepoint January 5, 2026
Key Financial Data for 2026
Shelly Bailey November 18, 2025
How Often Should You Update Your Estate Plan?
Scott M. Barbee October 6, 2025
Why 70% of Estate Plans Fail (and What Families Can Do Differently)
David J. Bross September 30, 2025
A Guide to Key Estate Planning Terms