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Navigating the complexities of estate planning can be daunting, but we are here to help. Check out our blogs to explore our expert articles and practical advice.
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Navigating the complexities of estate planning can be daunting, but we are here to help. Check out our blogs to explore our expert articles and practical advice.
The allure of Do-It-Yourself estate planning through AI is strong, especially when you think your situation is simple and straightforward. But here’s the truth: estate planning is not just about creating a set of documents, and it’s almost always more complicated than you think. Read more…
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk. Read more…
Want to give your loved ones a truly meaningful gift this Valentine's Day? Estate planning might not seem romantic, but it's one of the most profound expressions of love you can offer. Read more...
Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved. Read more…
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future. Read more…
While both wills and trusts are the most commonly used estate planning vehicles to pass on wealth and other assets to your loved ones, putting your home in a trust has a number of distinct benefits compared to using a will. Read more…
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury. Learn how trusts can help you do just that. Read more…
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” which is money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think. Read more…
To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Child Protection Plan. Read more…
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect? Read more…
Let’s talk about the most meaningful gift you can give or receive that means a lot: every parent deserves the peace of mind and power to create financial security for themselves and their children with thoughtful estate planning.
You owe it to your loved ones to take the time and put in the investment to do your estate planning right and keep it up over time. In fact, it’s the last and greatest gift you can leave them. Having your affairs buttoned up so they don’t have a mess on their hands and are allowed to process their grief in peace is your final act of love.