Estate Planning

19 Feb

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...

23 Jan

Estate Planning

Our Top 10 Most Common Estate Planning Questions: Part 2

January 23, 2025
Posted by client

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...

16 Jan

Estate Planning

Our Top 10 Most Common Estate Planning Questions: Part 1

January 16, 2025
Posted by client

Regarding estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership a...

08 Jan

Estate Planning

Estate Planning in Times of Change: Part 2

January 8, 2025
Posted by client

In Part 1 of this series, we explored general estate planning considerations in today's changing landscape, especially those related to...

02 Jan

Estate Planning

Estate Planning in Times of Change: Part 1

January 2, 2025
Posted by client

With a new presidential administration onboarding, the estate planning landscape is shifting beneath our feet. If you've been waiting f...

23 Dec

Estate Planning

Lessons from Tony Bennett’s Estate Battle

December 23, 2024
Posted by client

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a fami...

20 Dec

Estate Planning

How To Create a Lasting Family Legacy This Holiday Season

December 20, 2024
Posted by client

The holidays, a time for family, reflection, and gratitude, present a unique opportunity to build a meaningful and lasting family legac...

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