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Overlooking This Basic Part of Your Estate Plan Can Be Tragic
The recent death of the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked, tenet...
Feb 22, 20194 min read


Ensure Your Family Isn’t Stuck Paying For Your Funeral
With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover...
Feb 8, 20194 min read


Part 2: Estate Planning Must-Haves for Unmarried Couples
In the first part of this series, we discussed the estate planning tools all unmarried couples should have in place. Here, we’ll look at...
Jan 25, 20193 min read


Part 1: Estate Planning Must-Haves for Unmarried Couples
Estate planning is often considered something you only need to worry about once you get married. But the reality is every adult,...
Jan 14, 20194 min read


4 Ways Estate Planning Can Improve Relationships with Loved Ones
With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely...
Dec 28, 20184 min read


Use Estate Planning to Enrich Your Family With More Than Just Material Wealth
In the weeks before her death from ovarian cancer, author Amy Krouse Rosenthal gave her husband Jason one of the most treasured gifts a...
Nov 30, 20184 min read


When Something is NOT Better Than Nothing—Part 2
In our last blog, we shared the first part of this series discussing the hidden dangers of do-it-yourself estate planning. In part two,...
Nov 15, 20185 min read


When Something is NOT Better Than Nothing—Part 1
Go online, and you’ll find tons of websites offering do-it-yourself estate planning documents. Such forms are typically quite...
Nov 2, 20184 min read


To Live a Happier Life, Start Thinking About Death Now
Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die....
Oct 18, 20183 min read


Who Should Khloé Kardashian Choose as Legal Guardian For Her Child
You might not be a big fan of their typical life choices, but the Kardashians recently demonstrated impressive wisdom in protecting their...
Oct 5, 20184 min read


Don’t Transfer Ownership of Your House to Your Kids Before You Read This
With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy...
Sep 19, 20184 min read


Aretha Franklin Dies Without a Will and Leaves Her Family to Deal With Court and Conflict
Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like...
Sep 7, 20184 min read


Avoid This Major Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need...
Aug 23, 20184 min read


Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2
In our last blog, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in...
Aug 9, 20185 min read


Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they...
Jul 26, 20184 min read
Appoint a Guardian to Keep Your Kids In Safe Hands At All Times
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border...
Jul 12, 20185 min read


What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated
Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated....
Jun 29, 20184 min read


The Key Differences Between Wills and Trusts
When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing...
Jun 15, 20184 min read


Part 2 - I Don’t Have Kids, So Why Do I Need Estate Planning?
In our last blog, we shared the first part of our series on the importance of estate planning for those without children. Here in part...
Jun 1, 20184 min read


Part 1 - I Don’t Have Kids, So Why Do I Need Estate Planning?
It’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it...
May 22, 20183 min read
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