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Why Business Owners Deserve More Than an Easy or Cheap Estate Plan
Picture this: you've just set up your estate plan using a quick and easy online DIY form or a budget-friendly legal service. Or, maybe...
May 146 min read


The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your...
May 16 min read


The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Imagine accidentally throwing away $700 million. While it sounds like the plot of a movie, this nightmare scenario has become a reality...
Apr 175 min read


Why Reviewing Your Trust Regularly Isn't Optional—It's Essential
You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...
Apr 35 min read


Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....
Mar 196 min read


Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Mar 65 min read


The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...
Feb 215 min read


Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...
Feb 64 min read


From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...
Jan 236 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...
Jan 95 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 26, 20244 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 12, 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...
Dec 5, 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 27, 20246 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....
Nov 14, 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 31, 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 17, 20245 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."...
Oct 3, 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 19, 20246 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,...
Sep 5, 20245 min read
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