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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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  • Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts
    • Post author:Sotera Anderson
    • Post published:July 15, 2024

    Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts

    This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week, we examined Michael Jackson’s planning and the…

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  • Celebrity Estate Plans Series Part 1 of 4: Michael Jackson
    • Post author:Sotera Anderson
    • Post published:July 10, 2024

    Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

    What is it about celebrities, like Michael Jackson, that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can…

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  • Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence
    • Post author:Sotera Anderson
    • Post published:July 1, 2024

    Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

    As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness - take pride in the ultimate American liberty: the right to…

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  • The Surprising Connection Between Men’s Health and Estate Planning
    • Post author:Sotera Anderson
    • Post published:June 24, 2024

    The Surprising Connection Between Men’s Health and Estate Planning

    June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys.…

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  • They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
    • Post author:Sotera Anderson
    • Post published:June 18, 2024

    They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

    When your kids turn 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other…

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  • Father Knows Best: Avoiding Common Estate Planning Pitfalls
    • Post author:Sotera Anderson
    • Post published:June 11, 2024

    Father Knows Best: Avoiding Common Estate Planning Pitfalls

    If you’re a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if…

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