The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world…
Gene Hackman’s Estate: A Wake-Up Call
Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours…
Why Reviewing Your Trust Regularly Isn’t Optional - It’s Essential
Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it...
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning…
Planning a Trip? Protect Your Children with a Kids Protection Plan
As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels…
Common Estate Planning Questions Part 2 of 2
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future…
Common Estate Planning Questions Part 1 of 2 - On How to Handle Your Assets
Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this?…
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." But do you really know what it is? The terms “power” and “attorney” carry weight but may not mean what you think.
4 Common Estate Planning Myths … Busted!
October 21-27 was National Estate Planning Awareness Week, which means it's time to dispel some of the most common myths preventing people from taking important steps to protect themselves and their loved ones.
Contrary to what you might think, estate planning is NOT only for the wealthy or the elderly, and it doesn’t have to be complicated and expensive.
The truth is, estate planning is critical for everyone — regardless of age or financial status. Read on to learn more!