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Tag Archives: Estate Planning

Home » Posts Tagged "Estate Planning" (Page 3)
25 Sep
Estate Planning

What Do Lasagna and Estate Planning Have in Common?

  • September 25, 2024
  • Posted by author-avatar client
Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...

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18 Sep
Estate Planning

3 Questions to Ask Yourself Before Creating Your Estate Plan With AI

  • September 18, 2024
  • Posted by author-avatar client
Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful, especia...

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11 Sep
Estate Planning

Reflections on Your Legacy

  • September 11, 2024
  • Posted by author-avatar client
As the seasons change and we transition from the warmth of summer, it's a perfect time to reflect on the contributions and achievements...

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05 Sep
Estate Planning

How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)

  • September 5, 2024
  • Posted by author-avatar client
You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named beneficiaries on yo...

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22 Aug
Estate Planning

Would You Make This Million Dollar Mistake?

  • August 22, 2024
  • Posted by author-avatar 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...

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15 Aug
Estate Planning

Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers

  • August 15, 2024
  • Posted by author-avatar 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...

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08 Aug
Uncategorized

Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter

  • August 8, 2024
  • Posted by author-avatar 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...

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01 Aug
Uncategorized

Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

  • August 1, 2024
  • Posted by author-avatar 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,...

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25 Jul
Uncategorized

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

  • July 25, 2024
  • Posted by author-avatar 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 ...

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18 Jul
Uncategorized

The Surprising Connection Between Men’s Health and Estate Planning

  • July 18, 2024
  • Posted by author-avatar client
As you may know, June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men ...

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