Chosen Estate Planning

Chosen Estate Planning Chosen Estate Planning provides compassionate, modern legal guidance to help people protect what matters most.

We create estate plans that reflect today’s families—blended, multigenerational, cohabiting, chosen—and the real decisions they face.

06/29/2026

People often think about long-term care as a health issue. It's also an inheritance issue.
When extended care is needed, the costs come from somewhere. That typically means retirement accounts, investments, and home equity. Assets families intended to leave behind can be significantly reduced before they reach the next generation.
This is plannable. Long-term care insurance, Medicaid planning, and a coordinated estate plan can work together to protect both your care and your legacy — but it requires starting before you need it.
Read the full article in the comments 👇 💜

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When the economy feels uncertain, most people put estate planning on the back burner. We get it. But here's the thing: e...
06/23/2026

When the economy feels uncertain, most people put estate planning on the back burner. We get it. But here's the thing: economic uncertainty is actually one of the best reasons to make sure your plan is in place.

A good estate plan doesn't predict the future. It creates stability regardless of what the future brings — for you and for the people you love.

We wrote about this and more in our latest article on estate planning during uncertain times. Worth a read if you've been meaning to get your documents in order.

https://chosenestateplanning.com/how-your-estate-plan-can-help-address-economic-uncertainty/

A well-structured estate plan can provide stability during economic uncertainty by ensuring that financial and healthcare decisions remain clear, enforceable, and aligned with long-term goals.

02/11/2026

To schedule a Complimentary Discovery Call: https://chosenestateplanning.cliogrow.com/book/83bfd97dedc4ee21d464e5eec9ea1357

Thinking about using a Transfer on Death Instrument (TODI) in Illinois to avoid probate? It can be a helpful tool—but it has real limitations. In this video, I explain when a TODI makes sense. I also cover what a TODI doesn’t do—like planning for incapacity or covering your other assets. If you’re trying to protect your family and avoid surprises, this is worth a watch.

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12/30/2025

Your Unmarried Partner is a Legal Stranger!

Think living together makes you "common law married"? Think again.

For most unmarried couples—whether you've been together for five years or fifty—the law views you as a legal stranger. This means if the unthinkable happens, you could be locked out of hospital rooms, lose access to shared bank accounts, or even see your home passed to an estranged relative instead of your partner.


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12/21/2025

You’ve been named as a trustee. Now what?!

Before you panic—or open the family group chat—here’s what that role actually means.

Being a trustee isn’t about vibes or guesswork. It means following the trust, acting in the best interests of the beneficiaries (as the trust defines them), and managing assets responsibly.

Good news? When the trust is done right, the job is clear, manageable, and legally protected.

If you’ve been named as a trustee—or you’re thinking about naming one—this is a conversation worth having before things get complicated.

I’m Cory Bagby with Chosen Estate Planning. We help families and trustees get clarity and avoid unnecessary stress.

👉 Learn more at www.chosenestateplanning.com


















11/27/2025

This Thanksgiving, we’re especially thankful for the families we’re privileged to serve — traditional, non-traditional, blended, and beautifully unique.

Estate planning isn’t about documents. It’s about honoring the people who matter most and creating peace of mind for the moments ahead.

From our family to yours, Happy Thanksgiving.
🍂 May your day be filled with warmth, gratitude, and love.

www.chosenestateplanning.com

11/22/2025

80% Incapacity Risk — Take Control Before the Court Does.

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11/17/2025

🛑 STOP SCROLLING! If you died tonight, who ACTUALLY gets your house and bank account? Most people are wrong.

11/13/2025

Check out this welcome reel for Chosen Estare Planning!

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