Making a difference doesn’t have to stop when you’re gone. Adding charitable giving to your estate plan is a powerful way to support the causes you love and leave a meaningful legacy that lasts for generations. Read more to see how you can make it happen.
Read MoreEstate planning doesn’t have to be overwhelming. Grasping a few key concepts can make all the difference for your family’s future. Read more.
Read MoreKnowing how your accounts are titled and who can access them isn’t just a matter of convenience—it’s key to making sure your assets pass seamlessly to your loved ones and stay safeguarded against potential risks. So, how do you get it right? Read more.
Read MoreWhen the iconic Tony Bennett passed away in July 2023, he left the world a treasure trove of timeless music spanning seven decades—and a family dispute now unfolding in court. Let’s explore what happened. Read more.
Read MoreThanksgiving is all about family traditions—sharing recipes, swapping stories, and gathering around the table. But here’s a little truth bomb: it’s also the perfect time to start talking about your family’s bigger legacy. Because protecting what matters most goes way beyond that secret stuffing recipe. Read more.
Read MoreBeing appointed as an executor may sound like a privilege, but it comes with a heavy load of duties that most people don’t expect. Discover the real tasks behind managing someone’s estate and how smart planning can spare your loved ones from added stress and potential disputes. Find out more.
Read MoreWith Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.
Read MoreShelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.
Read MoreOctober 21-27 marks National Estate Planning Awareness Week—a perfect time to bring clarity to this often overlooked and misunderstood subject. Let’s dive in and explore why estate planning is essential for securing your future and protecting what matters most. Read more.
Read MoreIn a world where life can change in an instant—whether due to natural disasters or unexpected events—being prepared isn't just a smart idea; it's essential. Don't wait until it's too late. Find out how you can protect what matters most. Read more.
Read MoreAs our society ages, you may find yourself making challenging end-of-life decisions for loved ones sooner than you imagined. And when that time arrives, you'll quickly realize the path is anything but simple. Read more.
Read MoreHave you ever thought about planning for your future or assisted someone else with theirs? If so, you've likely come across the term "power of attorney." But do you truly understand what it means and how it functions? Find out more.
Read MoreLosing a loved one is incredibly tough, but the pain can deepen when disagreements over their personal belongings cause rifts within the family. When cherished items become the center of conflict, the emotional scars can run deep, sometimes never fully healing. Read more.
Read MoreWhen Matthew Perry, the beloved Friends star, passed away last year, the world grieved the loss of a comedic legend. But as details about his estate surfaced, an unexpected question arose: why did his wealth seem smaller than anticipated? Read more.
Read MoreMany people assume that 'estate planning' just means creating a will or trust, but that's a common misunderstanding. Estate planning isn't just about paperwork—it's more like crafting the perfect lasagna recipe, with layers of thoughtful preparation. Learn more.
Read MoreThe appeal of DIY estate planning with AI is tempting, especially if you believe your situation is simple. But here’s the reality: estate planning isn’t just about filling out forms, and it’s often more complex than it seems. Read more.
Read MoreLabor Day is a great time to pause and appreciate all the effort you’ve invested in shaping your life. Your home, family, and career didn’t just happen—they’re the result of your dedication and hard work. Take a moment to reflect on everything you’ve built through your effort and commitment. Learn more.
Read MoreSome financial advisors and accountants might insist that an estate plan isn't necessary, suggesting that naming beneficiaries on your accounts will suffice. But what they might not mention are the hidden risks that could threaten your family’s financial security. Learn more.
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