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5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess
  • Post author:Sotera Anderson
  • Post published:June 12, 2023

5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely…

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  • Capturing the Stories of Loved Ones: The Power of a Legacy Interview
    • Post author:Sotera Anderson
    • Post published:June 5, 2023

    Capturing the Stories of Loved Ones: The Power of a Legacy Interview

    When you think about a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe you have a piece of…

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  • Want to Grow Wealth ? Warren Buffet’s Unexpected Investment Advice
    • Post author:Sotera Anderson
    • Post published:May 22, 2023

    Want to Grow Wealth ? Warren Buffet’s Unexpected Investment Advice

    If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in…

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  • Why “Just a Will” Is Never Enough
    • Post author:Sotera Anderson
    • Post published:May 15, 2023

    Why “Just a Will” Is Never Enough

    When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything…

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  • Create a Stronger Blended Family Through Estate Planning
    • Post author:Sotera Anderson
    • Post published:May 8, 2023

    Create a Stronger Blended Family Through Estate Planning

    A blended family was once considered a “non-traditional” family, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who…

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  • Stephen “ tWitch ” Boss Dies Without a Will
    • Post author:Sotera Anderson
    • Post published:April 18, 2023

    Stephen “ tWitch ” Boss Dies Without a Will

    Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can…

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  • Top 5 Questions to Consider Before Hiring an Estate Planning Attorney
    • Post author:Sotera Anderson
    • Post published:April 3, 2023

    Top 5 Questions to Consider Before Hiring an Estate Planning Attorney

    I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me,  an estate planning attorney , may feel intimidating or even morbid. Take a …

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  • Why Estate Planning Before You Travel Is Critically Important
    • Post author:Sotera Anderson
    • Post published:March 27, 2023

    Why Estate Planning Before You Travel Is Critically Important

    Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s  company. But before you head off on your next…

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  • Why Everyone Needs To Keep Their Estate Plan Updated
    • Post author:Sotera Anderson
    • Post published:March 20, 2023

    Why Everyone Needs To Keep Their Estate Plan Updated

    As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a…

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  • Will Your Estate Plan Work When Your Family Needs It?
    • Post author:Sotera Anderson
    • Post published:February 14, 2023

    Will Your Estate Plan Work When Your Family Needs It?

    Estate planning is more than just a one-and-done type of deal. It will be worthless  to your family if your plan is not regularly updated when your assets, family situation,…

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