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 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…

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…

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…

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…

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…