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A Power of Attorney May Not Be What You Think
  • Post author:Sotera Anderson
  • Post published:October 1, 2024

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?…

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  • Preventing Family Feuds Over Your Personal Belongings
    • Post author:Sotera Anderson
    • Post published:September 23, 2024

    Preventing Family Feuds Over Your Personal Belongings

    The passing of a loved one is a heartbreaking event, filled with grief and sorrow. But the aftermath can become even more painful if disagreements over their personal belongings tear…

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  • Matthew Perry ‘s Estate Plan Demonstrates the Benefits of Trusts
    • Post author:Sotera Anderson
    • Post published:September 16, 2024

    Matthew Perry ‘s Estate Plan Demonstrates the Benefits of Trusts

    When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge,…

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  • What Do Lasagna and Estate Planning Have in Common?
    • Post author:Sotera Anderson
    • Post published:September 9, 2024

    What Do Lasagna and Estate Planning Have in Common?

    Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after someone passes away? Or about how long it can…

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  • Labor Day Reflections and Your Legacy
    • Post author:Sotera Anderson
    • Post published:August 26, 2024

    Labor Day Reflections and Your Legacy

    Labor Day, observed in the United States on the first Monday in September, is not only the unofficial end of summer but also a celebration of the contributions and achievements…

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  • How Beneficiary Designations Put Your Family at Risk
    • Post author:Sotera Anderson
    • Post published:August 20, 2024

    How Beneficiary Designations Put Your Family at Risk

    You've worked hard to build your assets and secure your family's future. Like many responsible adults, you've named a beneficiary on your retirement accounts, life insurance policies, and maybe even…

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  • Would $23,000 Make a Difference to You?
    • Post author:Sotera Anderson
    • Post published:August 12, 2024

    Would $23,000 Make a Difference to You?

    Imagine discovering thousands of dollars that belong to you, only to be told you can't have it. This frustrating scenario became a reality for a woman named Dale Benerofe, a…

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  • Would You Make This Million Dollar Mistake?
    • Post author:Sotera Anderson
    • Post published:August 6, 2024

    Would You Make This Million Dollar Mistake?

    Imagine this: You're in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You…

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  • Celebrity Estate Plans: Elvis and the Scammers
    • Post author:Sotera Anderson
    • Post published:July 26, 2024

    Celebrity Estate Plans: Elvis and the Scammers

    For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so ending our 4-part series with…

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  • Celebrity Estate Plans: Jay Leno ’s Case is No Laughing Matter
    • Post author:Sotera Anderson
    • Post published:July 19, 2024

    Celebrity Estate Plans: Jay Leno ’s Case is No Laughing Matter

    For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity series, we discuss a topic…

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