PLANNING A TRIP? PROTECT YOUR CHILDREN WITH A CHILD PROTECTION PLAN
As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels. Read more…
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
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…
4 Estate Planning Myths That Put Your Loved Ones at Risk
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…
The Valentine’s Gift That Truly Matters
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...
Five Essential Steps to Protect Your Loved Ones in 2025
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…
COMMON ESTATE PLANNING QUESTIONS — PART I
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future. Read more…
WHY PUTTING YOUR FAMILY HOME IN A TRUST IS A SMART MOVE — PART 2
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…
WHY PUTTING YOUR FAMILY HOME IN A TRUST IS A SMART MOVE — PART 1
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…
Would $23,000 Make a Difference to You?
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…
Do You Have Minor Kids? 3 Instances When Your Estate Plan Must Include a Child Protection Plan
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…
Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts
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…
Estate Planning: A Gift of Peace and Power for Every Parent
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.
How DIY Wills and Trusts Offer a False Sense of Security and May Leave Your Family with an Expensive Mess
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.