Posts tagged estateplanning
More Than a Feast: Using Thanksgiving to Plan Your Family’s Legacy

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 More
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.

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.

Read More
Reflecting on Your Hard Work and Legacy This Labor Day

Labor 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 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.

Read More
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.

Read More
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.

Read 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.

Read More
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.

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.

Read More
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.

Read More
A Guide to Estate Planning for Non-Biological Parents in the LGBTQIA+ Community: Protecting Your Family During Pride Month

Celebrate Pride and reflect on progress made for the LGBTQIA+ community this June. As a non-biological parent in the LGBTQIA+ community, it's important to be aware of the ongoing fight for full equality. One area that might require attention is ensuring your parental rights are legally protected, especially if you are a non-biological parent. Learn more about this and find valuable information here.

Read More
Estate Planning: A Gift of Serenity and Empowerment for Every Mother

Give your mother a gift that truly lasts this Mother's Day: the reassurance and empowerment provided by well-crafted estate planning. Estate planning allows you to safeguard your well-being, your children's future, and your financial security, ensuring you're ready for whatever comes your way. It's the best gift a mom can receive. Learn more.

Read More
Why Investing Your Tax Refund in Estate Planning Is a Smart Choice

So you received a tax refund this year—congratulations! You might be thinking of splurging on a vacation or saving it for an unforeseen expense, but there's an even smarter option for utilizing that refund: estate planning. Here's why it's a wise choice. Continue reading to learn more.

Read More