client – Estates Planning

26 Mar

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ

March 26, 2025
Posted by client

As summer approaches, you're likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and m...

18 Mar

Estate Planning

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

March 18, 2025
Posted by client

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their mar...

12 Mar

Estate Planning

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

March 12, 2025
Posted by client

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...

07 Mar

Uncategorized

BOI/CTA UPDATE: Treasury Department Suspends Enforcement of Penalties

March 7, 2025
Posted by client

UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any penalties or fines associated with...

07 Mar

Estate Planning

The Unexpected Challenges of Being an Estate Executor

March 7, 2025
Posted by client

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets accor...

26 Feb

Estate Planning

What You Need to Know About Trusts & Homeowner’s Insurance

February 26, 2025
Posted by client

When you create an estate plan with a living trust, you've taken an essential step toward protecting your home and family from the cost...

19 Feb

Estate Planning

Missing Assets: Why Estate Planning is More Than Just Documents

February 19, 2025
Posted by client

Did you know your assets could become "unclaimed property" and be turned over to the government? It happens more than you think! State ...

12 Feb

Estate Planning

4 Estate Planning Myths That Put Your Loved Ones at Risk

February 12, 2025
Posted by client

Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate pla...

06 Feb

Estate Planning

Five Essential Steps to Protect Your Loved Ones

February 6, 2025
Posted by client

Do you know that uneasy feeling when you think about what everyone you love would do if (and when) something happens to you? That naggi...

29 Jan

Estate Planning

Utilizing Estate Planning For FAFSA Eligibility

February 11, 2025
Posted by client

Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. Th...

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