22 Aug Estate Planning Would You Make This Million Dollar Mistake? August 22, 2024 Posted by client Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as... Continue reading
15 Aug Estate Planning Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers August 15, 2024 Posted by client For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jac... Continue reading
08 Aug Uncategorized Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter August 8, 2024 Posted by client For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of ou... Continue reading
01 Aug Uncategorized Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts August 1, 2024 Posted by client This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,... Continue reading
25 Jul Uncategorized Celebrity Estate Plans Series Part 1 of 4: Michael Jackson July 25, 2024 Posted by client What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. So, for ... Continue reading
18 Jul Uncategorized The Surprising Connection Between Men’s Health and Estate Planning July 18, 2024 Posted by client As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men ... Continue reading
19 Jun Uncategorized Avoid These 4 Common Estate Planning Pitfalls June 19, 2024 Posted by client If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future. How... Continue reading
13 Jun Uncategorized Protecting Your LGBTQIA+ Family: An Estate Planning Guide for Non-Biological Parents June 13, 2024 Posted by client As an LGBTQIA+ non-biological parent, June sparks a flurry of Pride celebrations reminding you of the remarkable progress the community... Continue reading
06 Jun Uncategorized Crafting Your Lasting Legacy With Estate Planning June 6, 2024 Posted by client Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be... Continue reading
30 May Uncategorized 10 Steps to Take Now to Secure a Comfortable Retirement – Part 2 May 30, 2024 Posted by client Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps incl... Continue reading