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Jan 95 min read
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
Dec 26, 20244 min read
Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money...
Dec 12, 20246 min read
Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...
Dec 5, 20246 min read
Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...
Nov 27, 20246 min read
Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...
Nov 14, 20245 min read
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....
Oct 31, 20245 min read
Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining , passed away recently at the age of 75. While her acting legacy...
Oct 17, 20245 min read
A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a...
Oct 3, 20246 min read
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...
Sep 19, 20246 min read
Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...
Sep 5, 20245 min read
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...
Aug 22, 20246 min read
How Beneficiary Designations Put Your Family at Risk
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on your...
Aug 8, 20247 min read
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as...
Aug 2, 20246 min read
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael...
Jul 25, 20247 min read
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the past weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our...
Jul 24, 20246 min read
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
We’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). We examined Michael...
Jul 11, 20247 min read
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s...
Jun 27, 20246 min read
The Surprising Connection Between Men’s Health and Estate Planning
June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the...
Jun 13, 20246 min read
Father Knows Best: Avoiding Common Estate Planning Pitfalls
If you’re a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future....
May 30, 20246 min read
Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning
Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men...
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