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How the Holidays Can Inspire Your Family Legacy Planning
While passing down family recipes and gathering around the holiday table are cherished traditions, these moments
bret182
Dec 11, 20245 min read
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The Hidden Truth About Settling a Loved One’s Estate
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches
bret182
Dec 5, 20245 min read
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Honoring Service: Essential Estate Planning Tips for Veterans and Their Families
Your military service demonstrated a profound commitment to protecting America's future. Now, it's time to protect your family's future thro
bret182
Dec 1, 20245 min read
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Shining a Light on Shelley Duvall’s Death and Estate Plan
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy con
bret182
Nov 20, 20245 min read
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Debunking 4 Common Estate Planning Myths
It's time to shed light on estate planning as it is an often misunderstood and frequently avoided topic.
bret182
Nov 8, 20246 min read
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A Comprehensive Guide to Disaster Preparedness
Natural disasters and unforeseen events—like hurricanes, wildfires, power outages, or personal emergencies—can strike without warning.
bret182
Oct 30, 20245 min read
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Navigating End-of-Life Care: Lessons from a Daughter's Tragic Experience
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 realiz
bret182
Oct 24, 20246 min read
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A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney."...
bret182
Oct 16, 20245 min read
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Preventing Family Feuds Over Your Personal Belongings
The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings
bret182
Oct 11, 20245 min read
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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
bret182
Oct 3, 20246 min read
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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...
bret182
Sep 25, 20245 min read
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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
bret182
Sep 18, 20245 min read
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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
bret182
Sep 11, 20244 min read
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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
bret182
Sep 5, 20245 min read
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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
bret182
Aug 29, 20246 min read
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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
bret182
Aug 21, 20247 min read
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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.
bret182
Aug 15, 20245 min read
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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
bret182
Aug 8, 20247 min read
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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
bret182
Aug 1, 20244 min read
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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...
bret182
Jul 24, 20245 min read
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