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![Five Essential Steps to Protect Your Loved Ones in 2025](https://static.wixstatic.com/media/cc1256_82ff77dd1b3440989e2ba7af3f4a9289~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_82ff77dd1b3440989e2ba7af3f4a9289~mv2.webp)
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...
![How the Incoming Trump Administration Could Affect Your Business](https://static.wixstatic.com/media/cc1256_3a3095656df24b7294d40994570879a0~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_3a3095656df24b7294d40994570879a0~mv2.webp)
How the Incoming Trump Administration Could Affect Your Business
As we prepare for Donald Trump's return to the White House in January 2025, business owners are naturally wondering how the new...
![Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership](https://static.wixstatic.com/media/cc1256_9d6d3ff75d2041cc8f1370c5bc27ec58~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_9d6d3ff75d2041cc8f1370c5bc27ec58~mv2.webp)
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....
![Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits](https://static.wixstatic.com/media/cc1256_91d750bef8274310ae226571e65ba274~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_91d750bef8274310ae226571e65ba274~mv2.webp)
Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits
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...
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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...
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Common Estate Planning Questions Part 2 of 2
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...
![Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets](https://static.wixstatic.com/media/cc1256_90d91a312bfc482ba85a0430d80d7186~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_90d91a312bfc482ba85a0430d80d7186~mv2.webp)
Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...
![Lessons from Tony Bennett's Estate Battle](https://static.wixstatic.com/media/cc1256_b200b337f5a9411394bb9f8ef23289d8~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_b200b337f5a9411394bb9f8ef23289d8~mv2.webp)
Lessons from Tony Bennett's Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...
![Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning](https://static.wixstatic.com/media/cc1256_a3022b64ce5e4858a65782c8786f1fcf~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_a3022b64ce5e4858a65782c8786f1fcf~mv2.webp)
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...
![The Hidden Truth About Settling a Loved One’s Estate](https://static.wixstatic.com/media/cc1256_63e0a339ad564be88bac61e54282fc77~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_63e0a339ad564be88bac61e54282fc77~mv2.webp)
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....
![Veterans: Your Legacy is Worth Protecting](https://static.wixstatic.com/media/cc1256_d4b673f96e974d619430eaa6e4472b39~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_d4b673f96e974d619430eaa6e4472b39~mv2.webp)
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your...
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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...
![A Comprehensive Guide to Disaster Preparedness](https://static.wixstatic.com/media/cc1256_8bda982ce2ec451094ecd14d0a4e30ed~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_8bda982ce2ec451094ecd14d0a4e30ed~mv2.webp)
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...
![Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience](https://static.wixstatic.com/media/cc1256_9466d0f25a75408eae75d4a144aef36c~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_9466d0f25a75408eae75d4a144aef36c~mv2.webp)
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. And when...
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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."...
![Preventing Family Feuds Over Your Personal Belongings](https://static.wixstatic.com/media/cc1256_f27d4ea768e04ded9dbb3bc4fcd10c6f~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_f27d4ea768e04ded9dbb3bc4fcd10c6f~mv2.webp)
Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if...
![Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts](https://static.wixstatic.com/media/cc1256_ac4e19b769494c89a98b5ac5d9f3de81~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_ac4e19b769494c89a98b5ac5d9f3de81~mv2.webp)
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...
![What Do Lasagna and Estate Planning Have in Common?](https://static.wixstatic.com/media/cc1256_dc09a3b8c3d94d98af01551b59057823~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_dc09a3b8c3d94d98af01551b59057823~mv2.webp)
What Do Lasagna and Estate Planning Have in Common?
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...
![3 Questions to Ask Yourself Before Creating Your Estate Plan With AI](https://static.wixstatic.com/media/cc1256_32ffd84d016a4cf59f575f3fad596a13~mv2.png/v1/fill/w_454,h_341,fp_0.50_0.50,q_95,enc_auto/cc1256_32ffd84d016a4cf59f575f3fad596a13~mv2.webp)
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...
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![Labor Day Reflections and Your Legacy](https://static.wixstatic.com/media/cc1256_71c85234d2c04108b62a28264d1f1b46~mv2.jpg/v1/fill/w_454,h_341,fp_0.50_0.50,q_90,enc_auto/cc1256_71c85234d2c04108b62a28264d1f1b46~mv2.webp)
Labor Day Reflections and Your Legacy
Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a...
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