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7 hours ago
4 min

Before You Agree to Be a Trustee, Read This!

Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

Jan 28
4 min

4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

Jan 3
5 min

3 Essential Questions To Ask Before Creating Your Will Online

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Dec 28, 2022
3 min

Checklist: 5 Financial Decisions to Consider Before December 31

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

Dec 14, 2022
5 min

Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Dec 6, 2022
5 min

4 Year-End Tax-Saving Strategies For 2022

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

Nov 19, 2022
6 min

How To Manage Your Digital Accounts After Your Death—Part 3

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Nov 8, 2022
5 min

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Oct 31, 2022
4 min

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Oct 14, 2022
7 min

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

Oct 3, 2022
5 min

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

Sep 27, 2022
6 min

ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

Sep 6, 2022
6 min

PRESIDENT BIDEN’S STUDENT DEBT RELIEF PLAN EXPLAINED WITH FAQS

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...

Aug 29, 2022
5 min

3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Aug 19, 2022
4 min

3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Aug 8, 2022
5 min

4 Essential Strategies For Protecting Your Family's Assets

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

Aug 2, 2022
7 min

How Estate Planning Can Reduce The High Cost Of Dying—Part2

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Jul 22, 2022
6 min

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Jul 12, 2022
6 min

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

Jul 6, 2022
6 min

What You Need to Know About Collecting Life Insurance Proceeds

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...