Have Questions? Schedule a Complimentary Call. Click HERE The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and “Charmed,” Doherty not only faced a courage...
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The Unexpected Challenges of Being an Estate Executor
Have Questions? Schedule a Complimentary Call. Click HERE When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves fa...
The Valentine’s Gift That Truly Matters
Have Questions? Schedule a Complimentary Call. Click HERE As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who doesn't love a little chocolate?). But what if I told you there's a way to show your love that lasts f...
Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
Have Questions? Schedule a Complimentary Call. Click HERE When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from the cost of court. However, many people don't realize that placing their home in a trust requires upda...
National Unclaimed Property Day: Why Estate Planning is More Than Just Documents
Have Questions? Schedule a Complimentary Call. Click HERE Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn't just spare change we're...
From Preparation to Recovery: When Disaster Strikes
Have Questions? Schedule a Complimentary Call. Click HERE When disaster strikes, time is your most precious resource. Whether it's a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused duri...
4 Estate Planning Myths That Put Your Loved Ones at Risk
Have Questions? Schedule a Complimentary Call. Click HERE Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. ...
Five Essential Steps to Protect Your Loved Ones in 2025
Have Questions? Schedule a Complimentary Call. Click HERE You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven't created a will or trust or updated the estate plan you do h...
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
Have Questions? Schedule a Complimentary Call. Click HERE When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer act...
BOI/CTA UPDATE: Appeals Court Reinstates – Then Suspends – Corporate Transparency Act Filing Requirement
Have Questions? Schedule a Complimentary Call. Click HERE UPDATE: Many recent changes have occurred related to the Corporate Transparency Act (“CTA”) and the requirement for all business owners to disclose their personal information to the US government. Here's what's transpired since a Texas fe...
Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
Have Questions? Schedule a Complimentary Call. Click HERE The end of the year can feel overwhelming, but it's also a time to set yourself up for credits and deductions that can put real money back in your pocket come tax time this April. From the Earned Income Tax Credit to residential energy im...
Year-End Options for Giving to Charity
Have Questions? Schedule a Complimentary Call. Click HERE 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. Whether you want to est...
Court Ruling Halts Corporate Transparency Act: What You Need to Know
Have Questions? Schedule a Complimentary Call. Click HERE A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. Let's break down what this means for you and your business. The Ruling and Its Immediate Impact On December 3, 2024, a fe...
Common Estate Planning Questions Part 2 of 2
Have Questions? Schedule a Complimentary Call. Click HERE When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing at all? These aren't just academic questions – your choices today will impact...
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
Have Questions? Schedule a Complimentary Call. Click HERE When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts are titled and who has access to them isn't just...
Lessons from Tony Bennett’s Estate Battle
Have Questions? Schedule a Complimentary Call. Click HERE When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy. His daughters Antonia and Johanna Bennett are now suing th...
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
Have Questions? Schedule a Complimentary Call. Click HERE As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this cherished holiday offers s...
The Hidden Truth About Settling a Loved One’s Estate
Have Questions? Schedule a Complimentary Call. Click HERE When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don't realize is that being an executor can turn into a demanding part-time (or fu...
Veterans: Your Legacy is Worth Protecting
Have Questions? Schedule a Complimentary Call. Click HERE As we approach Veterans 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 p...
Shelley Duvall and What We Can All Learn From Her Death
Have Questions? Schedule a Complimentary Call. Click HERE 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 important lessons about estate planning that everyon...
Common Estate Planning Myths Debunked
Have Questions? Schedule a Complimentary Call. Click HERE 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. You might think estate planning is only for the wealthy or too complicated and expensi...
A Comprehensive Guide to Disaster Preparedness
Have Questions? Schedule a Complimentary Call. Click HERE 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; it's a necessity. So to make sure you and your loved ones are prepared for any emergency situa...
Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience
Have Questions? Schedule a Complimentary Call. Click HERE In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you'll realize the journey through end-of-life care is rarely straightforward. A recent and h...
A Power of Attorney May Not Be What You Think
Have Questions? Schedule a Complimentary Call. Click HERE 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? The terms “power” and “attorney” carry weight but may not mean wh...
Preventing Family Feuds Over Your Personal Belongings
Have Questions? Schedule a Complimentary Call. Click HERE The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when cent...