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Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As summer approaches, you're likely focused on planning the perfect getaway with your children—booking flights, reserving hotels, and...
bret182
Mar 264 min read
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A Step-by-Step Guide To Funding Your Trust
Trust funding is essential in estate planning, as it ensures your assets are managed and distributed according to your wishes. The process i
bret182
Mar 175 min read
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Estate Planning During Divorce: Lessons from Shannen Doherty's Legacy
Actress Shannen Doherty's death last year highlights how critical timing can be when it comes to estate planning during divorce. Her last-mi
bret182
Mar 124 min read
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BOI/CTA UPDATE: Treasury Department Suspends Enforcement of Penalties
The Treasury Department announced last week that it will not enforce penalties against U.S. citizens and domestic companies related to the C
bret182
Mar 72 min read
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The Unexpected Challenges of Being an Estate Executor
Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved.
bret182
Mar 65 min read
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What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly.
bret182
Feb 264 min read
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BOI/CTA UPDATE: Reporting Requirements Reinstated…For Now
Business owners, it’s been a wild ride in the courts for the Corporate Transparency Act. Here’s the latest.
bret182
Feb 212 min read
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Missing Assets: Why Estate Planning is More Than Just Documents
Did you know there's approximately $60 billion in unclaimed property held by state governments across the US? Learn how proper estate planni
bret182
Feb 184 min read
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4 Estate Planning Myths That Put Your Loved Ones at Risk
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths a
bret182
Feb 125 min read
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