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Why Only 24% of Parents Have Estate Plans (And 5 Simple Steps to Join Them)
  • Post author:Sotera Anderson
  • Post published:September 8, 2025

Why Only 24% of Parents Have Estate Plans (And 5 Simple Steps to Join Them)

Here's a statistic that might shock you: only 24% of young parents have an estate plan in place. Even more surprising? While 36% of parents with minor children have a…

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  • Estate Planning for Blended Families : Why Your ‘Standard’ Will Won’t Protect Your Kids
    • Post author:Sotera Anderson
    • Post published:September 1, 2025

    Estate Planning for Blended Families : Why Your ‘Standard’ Will Won’t Protect Your Kids

    Let me tell you a story that might sound familiar it's a story about blended families . Sarah thought she had everything figured out. She had a will, a "standard"…

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  • When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever
    • Post author:Sotera Anderson
    • Post published:August 25, 2025

    When Every Dollar Counts: How Labor Day Reminds Us That Life & Legacy Planning Is More Essential Than Ever

    Labor Day has always been about honoring the American worker—the people who build our communities, power our economy, and create the foundation of our society. But this year, as we…

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  • When Fame Can’t Fix Family: What Hulk Hogan’s Estate Teaches Us About Failed Planning
    • Post author:Sotera Anderson
    • Post published:August 18, 2025

    When Fame Can’t Fix Family: What Hulk Hogan’s Estate Teaches Us About Failed Planning

    When wrestling legend Hulk Hogan died at age 71, the world lost an icon. But behind the headlines about his estimated $25 million estate and decades of wrestling fame lies…

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  • Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning
    • Post author:Sotera Anderson
    • Post published:August 11, 2025

    Why Estate Documents Fail: The Hidden Truth About Traditional Estate Planning

    You hired a lawyer, signed your estate planning documents, and filed them safely away. Or maybe your financial advisor created your documents, or you might have done them yourself online,…

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  • “It Has Been Such a Good Life”: The Legacy Your Loved Ones Need
    • Post author:Sotera Anderson
    • Post published:August 4, 2025

    “It Has Been Such a Good Life”: The Legacy Your Loved Ones Need

    Leaving a legacy When Anna Harp lost her father, Rudolph Clausing, she didn’t get to say goodbye. It was January 2021, during the height of the COVID-19 pandemic. Her dad…

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  • Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate
    • Post author:Sotera Anderson
    • Post published:July 28, 2025

    Nobody Prepared Me for This! The Reality of Managing Inherited Real Estate

    You've just lost someone important to you, and now you're responsible for their home. Maybe it's sitting empty while you figure out what to do next with the inherited real…

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  • The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
    • Post author:Sotera Anderson
    • Post published:July 21, 2025

    The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone

    When you think about estate planning, you probably picture wills, trusts, and who gets what. But what happens when life or death decisions are made without your full consent or…

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  • The One Big Beautiful Bill – What It Means For Your Family’s Financial Future
    • Post author:Sotera Anderson
    • Post published:July 13, 2025

    The One Big Beautiful Bill – What It Means For Your Family’s Financial Future

    The massive tax legislation known as the "One Big Beautiful Bill" (“OBBB”) became law on July 4, 2025, brings  sweeping changes that will affect nearly every American family. While much…

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  • When Paradise Turns To Pain: Jimmy Buffett ‘s Estate Battle
    • Post author:Sotera Anderson
    • Post published:July 7, 2025

    When Paradise Turns To Pain: Jimmy Buffett ‘s Estate Battle

    Jimmy Buffett built an empire around the laid-back "Margaritaville" lifestyle, but his $275 million estate has become anything but relaxing for his family. The legendary singer's widow and his longtime…

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