Thanksgiving 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 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 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 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.
Read MorePicture this: you stumble upon a treasure trove of cash that rightfully belongs to you, only to learn that you can't access it. This is known as “unclaimed property” — money that’s yours but has been turned over to the government without your awareness. Believe it or not, this happens more frequently than you might imagine. Discover the details.
Read MorePicture this: You’re in your twenties, completing a form at your job, and designating your partner as the beneficiary of your retirement account. Fast forward 28 years—you’ve moved on, experienced life to the fullest, and then passed away, leaving your former partner with your now-million-dollar retirement savings. Sounds unbelievable? Think again. Read on to find out more.
Read MoreIn the concluding part of our four-part celebrity series, we turn our attention to Elvis, the King of Rock. Despite his passing in 1977, his estate still offers valuable lessons in 2024, including protecting yourself from scammers. Read more.
Read MoreIn the third part of our four-part celebrity series, we tackle a topic that often feels more daunting than death itself: incapacity. Discover the valuable lessons Jay Leno and his family offer about the necessity of being prepared for any eventuality. Read more.
Read MoreWe all love a good celebrity tale, so this July, we're diving into the lives of four celebrities and their approaches to preparing for the inevitable (or not!). In the second installment of our 4-part celebrity estate planning series, Vanilla Ice shares his experience, advice, and lessons learned. Let's just say he has...thoughts. Read more.
Read MoreFor some reason, we can’t resist a juicy celebrity story. Over the next few weeks, we’ll delve into the lives of four celebrities and examine how they planned for the inevitable—or failed to! This week, we're shining the spotlight on the King of Pop, Michael Jackson. Read more.
Read MoreAs you revel in the Fourth of July festivities, honoring freedom, independence, and the pursuit of happiness, take a moment to embrace the ultimate American liberty: the right to manage your own affairs, even beyond life or in times of incapacity. Read more.
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