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When Paradise Turns to Pain: Jimmy Buffett's Estate Battle
Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but...
Jul 9, 20255 min read


A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a mail carrier from Destin, Texas , heard that Floyd—a 70-pound dog he'd befriended on his delivery route—had ended up in...
Jun 25, 20258 min read


This Father’s Day Take Your Provision One Step Further
Father's Day arrives each June filled with barbecues, baseball games, and heartfelt cards celebrating the dads who shape our lives. While...
Jun 11, 20255 min read


The Missing Will Mystery: How Zappos CEO’s Estate Chaos Could Have Been Avoided
Imagine this: You've built a business empire worth hundreds of millions of dollars, transformed a city's downtown area, and touched...
May 28, 20256 min read


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 14, 20256 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...
Apr 30, 20256 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 17, 20255 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 3, 20255 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 19, 20256 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 6, 20255 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 21, 20255 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 6, 20254 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 23, 20256 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 9, 20255 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 13, 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
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