Plan & Play Event
Join Us for the Plan & Play Event - Secure Your Family’s Future While the Kids Have Fun!
As a parent, you've spent countless hou...
Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As summer approaches, you're likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and m...
Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their mar...
Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...
BOI/CTA UPDATE: Treasury Department Suspends Enforcement of Penalties
UPDATE: On March 2, 2025, the U.S. Department of the Treasury announced that it will not enforce any penalties or fines associated with...
The Unexpected Challenges of Being an Estate Executor
When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets accor...
What You Need to Know About Trusts & Homeowner’s Insurance
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...
Missing Assets: Why Estate Planning is More Than Just Documents
Did you know your assets could become "unclaimed property" and be turned over to the government? It happens more than you think! State ...
4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate pla...
Five Essential Steps to Protect Your Loved Ones
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...
Utilizing Estate Planning For FAFSA Eligibility
Understanding how financial aid and estate planning intersect can make a significant difference when preparing for college expenses. Th...
Our Top 10 Most Common Estate Planning Questions: Part 2
When planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if y...
Our Top 10 Most Common Estate Planning Questions: Part 1
Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a...