As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking flights, reserving hotels, and mapping out exciting activities. But there's…
Estate Planning During Divorce – Lessons Learned
The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in "Beverly Hills, 90210," “Heathers” and…
The Valentine’s Gift That Truly Matters
As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who doesn’t love a little chocolate?). But what if…
Estate Planning meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid ( FAFSA ) and estate planning intersect can make a significant difference. This article will break down the essentials of how…
Unclaimed Property: Why Estate Planning is More Than Just Documents
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across…
From Preparation to Recovery: When Disaster Strikes
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved…
4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have…
Five Essential Steps to Protect Your Loved Ones in 2025
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still…
Common Estate Planning Questions Part 2 of 2
When it comes to estate planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do nothing…
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding how accounts…