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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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  • 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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  • How Estate Planning Can Reduce The High Cost of Dying-Part 2
    • Post author:Sotera Anderson
    • Post published:July 25, 2022

    How Estate Planning Can Reduce The High Cost of Dying-Part 2

    Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate planning can dramatically reduce many of…

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  • How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
    • Post author:Sotera Anderson
    • Post published:June 14, 2022

    How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

    When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these possessions very often aren’t the…

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  • How Creating A Life & Legacy Plan With Us Preserves Your Legacy
    • Post author:Sotera Anderson
    • Post published:May 10, 2022

    How Creating A Life & Legacy Plan With Us Preserves Your Legacy

    Leaving a legacy .... When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they…

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  • Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
    • Post author:Sotera Anderson
    • Post published:April 25, 2022

    Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust

    As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking…

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  • Probate: What It Is & How To Avoid It—Part 1
    • Post author:Sotera Anderson
    • Post published:April 4, 2022

    Probate: What It Is & How To Avoid It—Part 1

    Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed…

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  • 4 Reasons Why Estate Planning Is So Essential For A Business Owner
    • Post author:Sotera Anderson
    • Post published:February 14, 2022

    4 Reasons Why Estate Planning Is So Essential For A Business Owner

    If you are a business owner, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or…

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