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COMPASS LEGAL PLANNING, P.C.
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bret182
Oct 3, 20246 min read
Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts
When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of
18 views0 comments
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bret182
Sep 25, 20245 min read
What Do Lasagna and Estate Planning Have in Common?
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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bret182
Sep 18, 20245 min read
3 Questions to Ask Yourself Before Creating Your Estate Plan With AI
The allure of Do-It-Yourself estate planning through AI is substantial, especially when you think your situation is simple. But here’s the t
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bret182
Sep 11, 20244 min read
Reflections on Your Legacy
This fall, we invite you to take a meaningful pause and reflect on the legacy you’re building through your life’s work. Your hard work deser
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bret182
Sep 5, 20245 min read
How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
As a professional in the field, I've seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on
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bret182
Aug 29, 20246 min read
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. It’s called “unclaimed property,” money that
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bret182
Aug 21, 20247 min read
Would You Make This Million Dollar Mistake?
Imagine this: You're in your twenties, and you fill out a form at work naming your significant other as the beneficiary of your retirement a
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bret182
Aug 15, 20245 min read
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this last installment of our four-part celebrity series, we spotlight Elvis, the King of Rock.
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bret182
Aug 8, 20247 min read
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In this third installment of our four-part celebrity series, we discuss a topic that no one wants to consider as it may seem to be a fate
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bret182
Aug 1, 20244 min read
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this August, we’re looking at the lives of 4 celebrities and how they’re preparing for the inevitable
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bret182
Jul 24, 20245 min read
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
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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bret182
Jul 18, 20245 min read
The Surprising Connection Between Men’s Health and Estate Planning
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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bret182
Jul 11, 20247 min read
3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their...
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bret182
Jul 1, 20248 min read
What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...
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bret182
Jun 27, 20246 min read
What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as...
11 views0 comments
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bret182
Jun 19, 20245 min read
Avoid These 4 Common Estate Planning Pitfalls
If you’re a parent, you've always strived to provide the best for your family, ensuring their well-being and securing their future....
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bret182
Jun 13, 20244 min read
4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping...
3 views0 comments
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bret182
Jun 6, 20245 min read
Crafting Your Lasting Legacy With Estate Planning
Legacy and estate planning are often misunderstood and perceived as “only for the wealthy” and/or “philanthropic”. But that couldn’t be...
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bret182
May 30, 20245 min read
10 Steps to Take Now to Secure a Comfortable Retirement - Part 2
Welcome back to our discussion on securing a comfortable retirement! In the first part of this series, we explored essential steps...
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bret182
May 23, 20245 min read
10 Steps to Take Now to Secure a Comfortable Retirement - Part 1
Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and...
17 views0 comments
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