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Anne Heche Died in 2022. Her Family Is Still Paying for It
When you die without a solid plan, you don't always just leave behind grief. You might leave behind years of court battles and paperwork that can drain everything you worked to build and hand it to a young adult who has no idea where to start. This is exactly what happened to Anne Heche's family. Read more...
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of documented evidence. Here's what every parent needs to know before something like this happens to their family. Read more...
Estate Planning for Unmarried Couples: Protecting the Person You Love
Your partner could be barred from your hospital room – not by hospital policy, but by law. Without a marriage certificate, the person you love most may have no legal authority over your health, your home, or anything you've built together. Here's what unmarried couples need to know. Read more...
Here’s What Can Happen to Blended Families When a Spouse Dies
You trust your spouse completely. But if you're in a blended family and your estate plan simply says "everything goes to my spouse," your own children could end up with nothing – not because anyone meant harm, but because ownership changes everything. Read more…
Here’s What Happens to Your Retirement Accounts After You Die
Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work. Read more...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2
A living trust offers immediate protection and probate avoidance, but understanding how it works and whether it fits your goals is essential to making the right choice. Read more...
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
Creating a trust in your will might sound like good planning, but understanding what you're actually trying to accomplish matters more than the type of trust you choose. Read more...
Why Quick and Simple Estate Plan Reviews Don't Exist
If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think. Read more...
Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know
Understanding the tax implications of different inherited assets can help you structure your estate to minimize your beneficiaries' tax burden. Read more...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Naming guardians in your will isn't enough to fully protect your children if something happens to you. Discover the 10 most common guardianship mistakes parents make and how a comprehensive Kids Protection Plan can provide complete peace of mind. Read more…
What Happens to Your Debt When You Die?
Many people worry about leaving debt behind for their loved ones, but the reality of what happens to debt after death is more complex than you likely realize. Read more...
100 Heirs, $17 Billion, and 1 Big Estate Plan: What You Can Learn from a Tech Billionaire
What happens when one person has over 100 heirs? Whether you’re worth $17 billion or not, a thoughtful plan is essential to ensure your wealth – and your values – are passed on the way you intend. Read more…
Why So Much Money Ends Up as Unclaimed Property and What That Means for You
Every year, billions of dollars quietly sit with state governments, unclaimed and forgotten. Learn how proper estate planning keeps what you own from getting lost. Read more…
Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process
Probate can delay access to money, property, and answers when families need them most. Read more...
What Happens to All Your Stuff When You Die? (And Why Your Family Is Dreading It)
You've spent a lifetime collecting memories, treasures, and possessions, but without proper planning, these items could become an overwhelming burden for your loved ones. Read more...
Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love
Choosing between a will and a trust can shape your family’s future. Learn what to consider so your plan truly works. Read more...
Why Your Family Needs a Mission Statement
You probably know you “should” have a will or a trust, but have you ever talked with your family about why your money exists in the first place? A simple family mission statement can dramatically increase the odds that your wealth and your relationships stay intact for generations. Read more...
Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
Putting your home in a trust is often a smart estate planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust. Read more...
Accidental Death at 39: Here’s What You Need to Know
Popular social media influencer Michael Duarte's sudden death at 39 reminds us that tragedy strikes without warning, making financial preparation essential for protecting the people we love most. Read more...
Caring for Aging Parents: How to Protect Relationships and Plan Ahead
Caring for aging parents alongside siblings can strain even the closest family relationships. Learn why these tensions arise and how proper planning now can prevent conflict when your own children face these decisions. Read more...