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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


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 22, 20246 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 8, 20247 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...
Aug 2, 20246 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 25, 20247 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 24, 20246 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...
Jul 11, 20247 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 27, 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....
Jun 13, 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...
May 30, 20246 min read


10 Steps to Take Now to Secure a Comfortable Retirement
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
May 16, 20248 min read


The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks
In the digital age, online scams and cyber attacks are becoming more frequent, posing risks to not only everyday users but also to...
May 2, 20244 min read


Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it's easy to...
Apr 18, 20248 min read


April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and...
Apr 4, 20245 min read


Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to...
Mar 21, 20244 min read


14 Ways to Show Your Finances Some Love This Year
This week, we explore financial planning tips that not only secure your financial future but also spread love and prosperity to those you...
Mar 7, 20246 min read


Think Your Kids Will Automatically Be Cared For In the Way You Want?They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them,...
Feb 22, 20244 min read


Want to Show Your Partner How Much You Love Them? Put Them In Your Estate Plan
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...
Feb 8, 20245 min read


Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Family Wealth Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
Jan 25, 20245 min read
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