Posts in Estate Planning
Honor the Legacy You've Built—It's Worth Protecting

With 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.

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Shelley Duvall’s Legacy: Estate Planning Lessons for Us All

Shelley 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.

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Debunking Common Misconceptions About Estate Planning

October 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.

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Your Complete Guide to Disaster Preparedness: Be Ready for Anything

In 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.

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The Power of Trusts in Legacy Planning: A Lesson from Matthew Perry's Estate Plan

When 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.

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Why Beneficiary Designations Could Harm Your Family

Some 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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Could $23,000 Change Your Life?

Picture 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.

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Exploring Celebrity Estate Plans: Part 4 of 4 - Lessons from Elvis Presley and the Scammers

In 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.

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Exploring Celebrity Estate Plans: Part 3 of 4 - Jay Leno’s Situation is Serious Business

In 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.

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Exploring Celebrity Estate Plans: Part 2 of 4 - Vanilla Ice Has Thoughts

We 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.

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Exploring Celebrity Estate Plans: Part 1 of 4 - Michael Jackson

For 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.

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Cherish Freedom? Discover Why an Estate Plan is Your Personal Declaration of Independence

As 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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