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.
Read MoreDid 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.
Read MoreWhen 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.
Read MoreOnly 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.
Read MoreMaking 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.
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 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 MoreLabor 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 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 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 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 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.
Read MoreAs a father, you've always worked hard to provide the best for your family, ensuring their well-being and securing their future. However, even the most carefully thought-out plans can fall short if you overlook the complexities of estate planning. Read more.
Read MoreSo 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 MoreLast week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…
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