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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...
The White Elephant Gift Nobody Wants: Family Conflict
Think your family's White Elephant gift exchange gets competitive? Wait until there's no estate plan and they're fighting over Dad's classic car instead of a singing fish. Learn why your legacy shouldn't be left to chance (or family politics)...
How to Talk to Your Loved Ones About Death, Money, and Estate Planning at the Holidays
The holidays are the perfect time to talk about death, money, and legacy, not with fear, but with love. Read more...
What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
It’s heartbreaking when one spouse is eager to protect the family through estate planning and the other resists. Here’s what to do when your partner isn’t on board. Read more...
Honoring Your Sacrifice: Estate Planning Essentials for Military Families
Veterans Day reminds us to honor those who've served our country, but it also highlights why military families need specialized estate planning that addresses their unique circumstances and benefits. Read more...
A Texas Mail Carrier's Act of Love Shows Why Your Pets Need a Plan Too
When Ian Burke, a Texas mail carrier, rushed to adopt Floyd – a 70-pound dog whose owner had died – he saved one pet from an uncertain fate, but thousands of others aren't so lucky. Read more...
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
Unmarried couples face unique risks when it comes to estate planning. Having the right estate plan can ensure your partner is cared for, no matter what. Read more...
Estate Planning Awareness Week: Why Planning Is the Greatest Gift You Can Give Your Loved Ones
Estate Planning Awareness Week is here. Learn why thoughtful, well-designed estate planning is the greatest gift you can give your loved ones. Read more...