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As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s one crucial aspect of travel planning that often gets overlooked: ensuring your children’s safety and care if something unexpected happens to you during your trip. …

Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ Read More »

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your marriage, your assets, or your rights will be recognized in the future. …

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples Read More »

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for her iconic roles in “Beverly Hills, 90210,” “Heathers” and “Charmed,” Doherty not only faced a courageous and public battle with breast cancer but also raced against time to finalize her divorce and protect her …

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy Read More »

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare, …

The Unexpected Challenges of Being an Estate Executor Read More »

As Valentine’s Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who doesn’t love a little chocolate?). But what if I told you there’s a way to show your love that lasts far longer than roses and holds far more meaning than any box of …

The Valentine’s Gift That Truly Matters Read More »

When you create an estate plan that includes a living trust, you’ve taken an essential step toward protecting your home and family from the cost of court. However, many people don’t realize that placing their home in a trust requires updating their homeowner’s insurance policy. Without this crucial step, you could face a devastating scenario: …

Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future Read More »

​​Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of couples lack estate plans. These statistics highlight a dangerous disconnect …

4 Estate Planning Myths That Put Your Loved Ones at Risk Read More »

Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking about. These are life insurance policies, forgotten bank accounts, uncashed checks, retirement funds, and other valuable …

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents Read More »

When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this article, I will walk you through how to prepare for …

From Preparation to Recovery: When Disaster Strikes Read More »

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have?  As we enter 2025, it’s time to stop pushing those thoughts …

Five Essential Steps to Protect Your Loved Ones in 2025 Read More »