Estate Planning for Same-Sex Couples: Keeping the Law (and Your Legacy) on Your Side

Let’s talk real talk, folks. With all the uncertainty around federal marriage protections, many same-sex couples are wondering—what happens if laws change? The truth is, while policies may shift, a solid estate plan ensures your family stays protected no matter what.

From securing parental rights to making sure your assets land where you want them (not where the courts decide), estate planning is your legal safety net. Because your love is valid—and your rights should be, too.

Read more and let’s lock in those protections.

Divorce & Estate Planning: What Shannen Doherty’s Story Can Teach Us

Shannen Doherty’s passing last year was a heartbreaking reminder that timing is everything when it comes to estate planning—especially during a divorce. Her last-minute split didn’t just close a chapter; it likely saved her estate millions and spared her loved ones from years of messy courtroom drama.

Thinking, "That won’t happen to me?" Think again. Let’s talk about why updating your estate plan during major life changes isn’t just smart—it’s essential. Read more and protect what matters most.

The Valentine’s Gift That Truly Matters—Peace of Mind

Roses wilt. Chocolates disappear. But peace of mind? That’s forever.

This Valentine’s Day, skip the cliché gifts and give something truly meaningful—an estate plan that says, “I’ve got you.”

Protect your loved ones from court, conflict, and confusion.
Ensure your kids, assets, and wishes are covered—no guesswork, no stress.

Nothing says "I love you" like securing your family’s future. Read more!

Trusts & Homeowner’s Insurance: Don’t Let a Technicality Deny Your Claim

Putting your home in a trust is a savvy estate planning move, but if you don’t handle the insurance side correctly, you could be in for a nasty surprise. Yep, we’re talking unexpected coverage gaps that could leave your most valuable asset hanging by a thread.

Want to make sure your homeowner’s insurance and your trust are playing nice? Read more and learn how to keep your home—and your peace of mind—fully protected.

Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day

Did you know there’s around $60 BILLION in unclaimed property sitting with state governments right now?

Yep, $60 billion—just hanging out, waiting for someone to claim it. As we gear up for National Unclaimed Property Day on February 1st, let me remind you: proper estate planning can ensure your assets never end up in that pile of forgotten funds.

Let’s make sure your legacy goes exactly where you want it—not into the state’s pocket. Read more now.

From Planning to Peace: Be Ready When Disaster Strikes

When disaster hits, there’s no time for guessing games. Preparation and estate planning aren’t just nice-to-haves—they’re your roadmap to peace of mind and a smooth recovery.

Want to make sure you’re ready for anything? Read more now.

Estate Planning Myths That Could Leave Your Loved Ones in Trouble

Only 32% of Americans have a will—and that number has dropped by 6% since 2023. 😳

This decline comes from four dangerous myths about estate planning that could leave your loved ones unprotected and stuck in a mess.

Don’t let misinformation put your family at risk. Read more.

Estate Planning FAQs, Part 2 of 2: On How to Handle Your Assets

Estate planning doesn’t have to be overwhelming. Grasping a few key concepts can make all the difference for your family’s future. Read more.

What Tony Bennett's Estate Battle Can Teach Us About Planning Ahead

When 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.

Estate PlanningErica EndykeNovember 29, 2024tonybennett, bennett, estateplanning, estateplan, iconicsinger, legacyplan, celebrities

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.

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.

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.

A Power of Attorney Could Be Different Than You Expect

Have 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.

How Is Estate Planning Like Crafting the Perfect Lasagna?

Many 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.

Estate PlanningErica EndykeSeptember 10, 2024estateplanning, estateplanningtips, estateplan, will, trust, estate, lasagna, statelaw, plan, planning, legacyplanning

Key Questions to Consider Before Using AI to Create Your Estate Plan

The 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.

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.

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.

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.