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... Continue reading
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... Continue reading
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... Continue reading
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... Continue reading
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; ... Continue reading
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... Continue reading
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... Continue reading
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... Continue reading
11 Oct Estate Planning Preventing Family Feuds Over Your Personal Belongings October 11, 2024 Posted by client The passing of a loved one is a heartbreaking event, filled with grief and sorrow. However, the aftermath can become even more painful ... Continue reading
03 Oct Estate Planning Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts October 3, 2024 Posted by client When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as detai... Continue reading