Posts tagged estateplanning
Divorce & Estate Planning: What Shannen Doherty’s Story Can Teach Us
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.

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Estate PlanningErica Endykeestateplanning, estateplanningtips, estateplan, estate planning pitfalls, digital assets, beneficiary designation, incapacity planning, asset inventory, life and legacy plan
The Valentine’s Gift That Truly Matters—Peace of Mind
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!

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Estate PlanningErica Endykevalentinesday, valentines, february, valentinescelebration, estateplanning, estateplan, estateplanningtips, wills, trusts, estate planning tools
Estate Planning is More Than Just Paperwork, Folks: National Unclaimed Property Day
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.

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Estate PlanningErica Endykeunclaimedproperty, propertymanagement, assets management, estateplanning, estateplanningtips, estateplan, estate planning tips
Year-End Giving: Make an Impact That Lasts
Year-End Giving: Make an Impact That Lasts

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.

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Estate PlanningErica Endykecharitablegifts, charitable giving, charity giving, charity, charities, charitable trust, donoradvisedfunds, qualifiedcharitabledistributions, directbequests, bequests, estateplanning, estateplanningtips, charitablegiving
More Than a Feast: Using Thanksgiving to Plan Your Family’s Legacy
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.

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Estate PlanningErica Endykethanksgiving, legacyplanning, Legacy planning, feast, thanksgiving2024, estateplanning, family holidays, familygathering
Honor the Legacy You've Built—It's Worth Protecting
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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Estate PlanningErica Endykelegacyplanning, legacy, veteranslegacy, veterans, veteransday, americaveterans, planning, legacyplanningtips, estateplanningtips, estateplan, estateplanning, estate, estateplanningsession, planningsession
Debunking Common Misconceptions About Estate Planning
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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Estate PlanningErica Endykemythsaboutestateplanning, estateplanningmyths, estateplanningmisconceptions, misconceptions, planning, estateplanning, planningsession, estateplanningsession, 20westlegal, legacyplanning, estateplan
Reflecting on Your Hard Work and Legacy This Labor Day
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.

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Erica Endykelabor day, legacyplanning, laborday, legacy, planningsession, estateplanning, estateplanningtips, legacyplanningtips, planningtips
Why Beneficiary Designations Could Harm Your Family
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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Estate Planning, FinancesErica Endykebeneficiary designation, beneficiaries, beneficiary designated accounts, beneficiary accounts, estateplanningtips, estateplanning, estateplan
Could $23,000 Change Your Life?
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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Estate Planning, Financial PlanningErica Endykeestate planning tools, estate plans, estateplanning, unclaimedproperty, estate property, property insurance
Exploring Celebrity Estate Plans: Part 4 of 4 - Lessons from Elvis Presley and the Scammers
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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Estate PlanningErica Endykeestate plans, estate planning tools, estateplanningtips, estateplanning, elvispresley, elvis presley, graceland, lisamariepresley, assetsprotection, scams, scammers