3 Questions to Ask Yourself Before Using AI for Your Estate Plan
The appeal of Do-It-Yourself estate planning through AI can be tempting, especially when you believe your situation is simple and straightforward. But here’s the reality: estate planning isn’t just about generating a few documents—it’s almost always more complex than you realize. Read more…
Labor Day Reflections and Your Legacy
Labor Day is the perfect time to not only take a break but also to reflect on your personal labor—the effort you’ve invested in building your life. Your home, your family, your career—all of these came from your hard work! So, let’s take a moment to appreciate everything you’ve tirelessly worked for over the years. Read more…
How Beneficiary Designations Put Your Family at Risk
Many financial advisors, accountants, and even some lawyers might claim that you don’t need an estate plan—that simply naming beneficiaries on your accounts is sufficient. But what they’re not telling you are the hidden risks you could be taking with your family’s financial future. Read more…
Would You Make This Million Dollar Mistake?
Picture this: You’re in your twenties, and you casually designate your significant other as the beneficiary of your retirement account at work. Now, fast forward 28 years—you’re no longer together, you’ve lived a full life, and passed away. Guess who ends up with your now-million-dollar retirement fund? Your ex. Think it’s unlikely? It’s not. Read more…
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
In this final installment of our four-part celebrity series, we spotlight Elvis, the King of Rock. Although he passed away in 1977, we can still learn valuable lessons from his estate in 2024, especially on how to avoid falling prey to scammers. Read more…
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
In the third part of our four-part celebrity series, we delve into a topic many fear more than death itself: incapacity. Explore the critical lessons from Jay Leno and his family’s ordeal, and understand why it’s essential to be prepared for the unexpected. Read more…
Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
Since we love a good celebrity story, this July we’re examining the lives of four celebrities and how they’re preparing for the inevitable (or didn’t!). In this second installment of our 4-part celebrity estate planning series, Vanilla Ice shares his estate planning experiences, advice, and lessons learned. Let’s just say he has… thoughts. Read more…
Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
What is it about celebrities that always draws us in? Maybe it’s because we can relate to them in some way, or perhaps it’s the allure of their seemingly glamorous lives. Their stories captivate us because they appear both relatable and just out of reach. Over the next few weeks, we’ll examine the lives of […]
The Surprising Connection Between Men’s Health and Estate Planning
June is Men’s Health Month, dedicated to raising awareness about health issues that predominantly affect men and encouraging early detection and treatment. So this month, gentlemen, let’s turn the spotlight on you. Read more…
Father Knows Best: Avoiding Common Estate Planning Pitfalls
As a father, you’ve consistently worked to provide the best for your family, prioritizing their well-being and future security. Yet, even the most carefully made plans can go awry if the intricacies of estate planning are ignored. Read more…