Estate Planning – Estates Planning

16 Jan

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...

19 Nov

Estate Planning

Shining a Light on Shelley Duvall’s Death and Estate Plan

November 19, 2024
Posted by client

Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legac...

08 Nov

Estate Planning

Debunking 4 Common Estate Planning Myths

November 8, 2024
Posted by client

You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate...

31 Oct

Estate Planning

A Comprehensive Guide to Disaster Preparedness

October 31, 2024
Posted by client

In today's world, where natural disasters and unforeseen events can disrupt our lives immediately, preparedness is no longer a luxury; ...

24 Oct

Estate Planning

Navigating End-of-Life Care: Lessons from a Daughter’s Tragic Experience

October 24, 2024
Posted by client

In an aging society, you might face difficult end-of-life decisions for your loved ones sooner than expected. And when you do, you’ll r...

22 Oct

EVENT

Plan & Play Event

October 22, 2024
Featured
Posted by client

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...

17 Oct

Estate Planning

A Power of Attorney May Not Be What You Think

October 17, 2024
Posted by client

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney...

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