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Just Married? 6 Essentials for Estate Planning for Newlyweds—Part 1
  • Post author:Sotera Anderson
  • Post published:May 24, 2021

Just Married? 6 Essentials for Estate Planning for Newlyweds—Part 1

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add estate planning for newlyweds to your to do…

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  • Aretha Franklin’s Poor Estate Planning Still Haunts Her Family 3 years later—Part 2
    • Post author:Sotera Anderson
    • Post published:May 21, 2021

    Aretha Franklin’s Poor Estate Planning Still Haunts Her Family 3 years later—Part 2

    Aretha Franklin could have saved her loved ones from her poor estate planning choices.  First, people thought she died without any plan at all.  But over the last three years,…

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  • For the love of family – Consider This Before You Create A Will Online
    for the love of your family - consider this before you create a will online
    • Post author:Sotera Anderson
    • Post published:May 11, 2021

    For the love of family – Consider This Before You Create A Will Online

    A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an integrated…

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  • Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family 3 years later—Part 1
    • Post author:Sotera Anderson
    • Post published:May 4, 2021

    Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family 3 years later—Part 1

    Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic cancer at age 76. At the time, her total fortune was estimated to…

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  • Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2
    estate planning and divorce
    • Post author:Sotera Anderson
    • Post published:April 27, 2021

    Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2

    Last week in part one, we discussed the first two changes you should make to your estate when getting a divorce -- updating your beneficiary designations and power of attorney…

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  • Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1
    • Post author:Sotera Anderson
    • Post published:April 20, 2021

    Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

    Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much to deal with during the  process, many…

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  • 6 Ways The American Rescue Plan Can Boost Your Family ’s Finances—Part 2
    • Post author:Sotera Anderson
    • Post published:April 13, 2021

    6 Ways The American Rescue Plan Can Boost Your Family ’s Finances—Part 2

    Last week in part one of this series, we outlined three of the American Rescue Plan's most important elements for your family 's finances. Here in part two, we’ll break…

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  • 6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1
    • Post author:Sotera Anderson
    • Post published:April 6, 2021

    6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1

    Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 is the largest direct-to-taxpayer stimulus legislation ever passed, and it came just in time…

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  • 7 Ways To Save Big Money On Your 2020 Taxes —Part 2
    • Post author:Sotera Anderson
    • Post published:March 30, 2021

    7 Ways To Save Big Money On Your 2020 Taxes —Part 2

    Last week in part one of this series, we highlighted the first three of seven ways you can save big money on your 2020 taxes. Here in part two, we’ll…

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  • 7 Ways To Save Big Money On Your 2020 Taxes — Part 1
    • Post author:Sotera Anderson
    • Post published:March 24, 2021

    7 Ways To Save Big Money On Your 2020 Taxes — Part 1

    2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income…

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