 
      
      From Preparation to Recovery: When Disaster Strikes
When disaster strikes, every second counts. Learn how preparation and estate planning can give you peace of mind and a clear path to recovery...
 
      
      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…
 
      
      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…
 
      
      Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
The 2025-26 FAFSA introduces sweeping changes that revolutionize how families apply for college financial aid. While these updates streamline the application process, they also create new considerations for estate planning…
 
      
      Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
Time is running out to take advantage of tax moves and decrease your bill next year! In this guide, we’ll cover the top tax credits for 2024 and give you actionable steps to take before December 31, 2024…
 
      
      Year-End Options for Giving to Charity
The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy…
 
      
      Common Estate Planning Questions Part 2 of 2
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future…
 
      
      Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?…
 
      
      Lessons from Tony Bennett’s Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court…
 
      
      Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the Thanksgiving table are cherished traditions, these moments also present a perfect opportunity to discuss, preserve, and protect your family's broader legacy. Here’s how…
 
      
      The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's really involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict...
 
      
      Veterans: Your Legacy is Worth Protecting
As we approach Veteran’s Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America's future – and now it's time to protect your family's future…
 
      
      Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from…
 
      
      Common Estate Planning Myths Debunked
October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic…
 
      
      A Comprehensive Guide to Disaster Preparedness
In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury but a necessity…
 
      
      Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience
In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. When you do, you’ll realize that the journey is rarely straightforward…
 
      
      A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works?...
 
      
      Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal…
 
      
      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 his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?…
 
      
      What Do Lasagna and Estate Planning Have in Common?
Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about certain documents but more like a good lasagna recipe…
