How Beneficiary Designations Put Your Family at Risk
Ariane Sims Ariane Sims

How Beneficiary Designations Put Your Family at Risk

Many financial advisors, accountants, and even other lawyers will tell you that you don’t need an estate plan and that naming beneficiaries on your accounts is enough. But they’re not telling you about the risks you may unknowingly take with your family's financial future…

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The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones
Ariane Sims Ariane Sims

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That's the reality many American families face when thinking about the estate tax – sometimes called the "death tax." There's a legislative proposal gaining momentum that could change everything about how wealth transfers between generations. But what would these changes really mean for you and your loved ones?

Let’s explore the potential impact on you and those you love…

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Gene Hackman’s Estate: A Wake-Up Call
Ariane Sims Ariane Sims

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…

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Why Reviewing Your Trust Regularly Isn’t Optional - It’s Essential
Ariane Sims Ariane Sims

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...

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A Power of Attorney May Not Be What You Think
Coleen Marie Reyes Coleen Marie Reyes

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.

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4 Common Estate Planning Myths … Busted!
Ariane Sims Ariane Sims

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!

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